Investment Counselor

JOB DESCRIPTION
Job Details:
Job Title: Investment Counsellor

Role Description:
Investment Counsellor is the brand Ambassador of the company. It's very important
that Investment Counsellor understand basic tricks of job. Thorough on the market.
Very Strong in Channel Management.
Influencing the Channel & achieving the revenue Targets.
Driving business in the designated territory through sales of various investment
products using the allocated bank channels
To assist bank RMs in new client acquisition, building new relationships and increasing
depth in existing relationships
Continuous training of Channel on products & processes to get maximum output.

Specific Role Responsibilities / Core Duties:
1. New Client acquisition through Bank Channel Partner
2. Achieve revenue targets
3. Activate bank channels in designated territory
4. Relationship Management with all the bank team members
5. Aligning activities in line with bank activities to maximize business numbers
6. Keep abreast of the Products, market news, financial trends, and current affairs
7. Training to Bank Channel Partners
8. Joint client call with Bank channel Partner
9. Lead generation activity with Bank Resource
10. Business MIS & Reporting
11. Upgrading Skills & knowledge


Skill Sets:
Education Qualifications: Graduate / Postgraduate/MBA: Marketing & Finance
Work Experience Required: 1 to 3 Years
Language Reading/Writing/Speaking: English, Hindi, Regional Language
Knowledge: Market, Economy, All product offerings, financial terminology

Skills:
Communication, Public Relations, Relationship Management, Orientation, Leadership, Good
sales acumen, Negotiation, Closing, Interpersonal skill, Presentation, Persuasion, Patience,
Oratory. Listening

Abilities: Well-read person, commanding Language, Influencing the Channel Partners,
Passionate for subject

Personality traits: Smiling Personality, Well dressed, mixing nature & conducive environment,
Trustworthy, Integrity, Ethical Honesty, Integrity, Organized, Disciplined

Personality traits: Quick Learner, Decisive, Good & Clear Communication Skills.

Interested Candidates can e-mail their CV on: neha.pawar.ext@ysil.in