Assistant Vice President, Investment Counsellor, Consumer Banking Group

About the role

A person in this role will ensure awareness of and adherence to processes, policies and codes of conduct laid down for CBG frontline staff. He/she will help the RM's and coach on various investment products available in the bank. Also review the client's investment and update them on regular intervals

What you'll do

• Ownership of the Investments target of the Region / Area they are mapped to Increase of Mutual Fund AUM for the mapped Area
• Ensure sustainable trail income for the Bank through driving the Mutual Volumes while driving activation of team members for Investment and Forex products
• Provide feedback from market and customers to Central Investment Product team for continuous improvement / ideation for new product and processes
• Ensure timely dissemination of knowledge on products, market updates and fund fact sheets amongst front line team members and Unit Heads

What you need

• Mutual funds
• Any graduate