Investment Counselor - Virtual Relationship Manager

Position Name: Investment Counselor - Virtual Relationship Manager

Department VRM Channel

Location Thane _ Mumbai

CTC - upto 14Lac

Reporting Relationships Investment Product Team

Position Grade Manager Chief Manager

The ICs will support the VRMs to achieve the Investment Business Targets.

- Ownership of the Investments target (Lumpsum and SIP) of the RMs mapped to the IC.

- Increase of Mutual Fund AUM for the mapped RMs.

- Penetration of client base for creating new investors in MF / investments from existing client base.

- Increase in (investments products) productivity of RMs.

- Qualitative

Portfolio construction and reviews

Training & Development of the RMs

Process adherence

- In depth domain knowledge of

Mutual Fund investments in detail, PMS

Equity Market. Current Economy.

Distribution / Channel management.

- Good communication skills

- Good market knowledge

- Good interpersonal skills

- Ability to work with other people well