Assistant Vice President, Investment Counsellor, Consumer Banking Group
Core
Ensure adherence to investment processes and policies for frontline staff while coaching Relationship Managers (RMs) on investment products and reviewing client portfolios.
Role type
Senior IC investment counsellor (consumer banking)
Builds
Mutual fund AUM and trail revenue for assigned regions/units
Domain
Consumer banking, mutual funds, personal loans, credit cards
Required skills
Mutual fund distribution, portfolio management, regulatory compliance, training delivery, market analysis, client risk profiling, product knowledge (MF/PMS/AIF/Forex), team coaching
Preferred skills
CFP certification, PMS certification, MF distribution exam
Technologies
None stated
Responsibilities
Coach RMs on investment products and compliance; review and update client investment portfolios; drive Mutual Fund AUM and trail revenue; conduct training on new products and mandatory guidelines; disseminate market updates to frontline teams; provide feedback to product teams for improvement.
Seniority
Senior, hands-on IC