Associate, Investment Counsellor, Consumer Banking Group
On-site · Bengaluru, Karnataka, India
Job Summary
Role focuses on coaching front-line staff on investment products (MF, PMS, AIF, and Forex), reviewing client portfolios, updating clients on market developments, and driving MF AUM and revenue through effective product training, knowledge dissemination, and market feedback to product teams. Key duties include ensuring adherence to processes and regulatory guidelines, delivering training on new product launches, maintaining customer-centric engagement, and enhancing RM productivity through informed investment recommendations and timely fund disclosures.
Required Qualifications
- Bachelor’s degree from a recognized university
- Mandatory certification like MF distribution exam and PMS certification CFP will be preferred
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