Assistant Vice President, Investment Counsellor, Consumer Banking Group
Reveal this information
Enter your email to continue
Welcome back!
We're having trouble finding your sign-in details. Please try again later.
Having a resume & LinkedIn profile that stands out is important when applying to opportunities.
As an ExecThread Member you can check out our Executive Branding service to help you optimize your resume, cover letter & LinkedIn profile. Click here to learn more.
Shoot! There seems to be an error when submitting your resume to TopResume. If you continue experiencing issues submitting your resume please let us know.
As an ExecThread Member you can check out our Executive Branding service to help you optimize your resume, cover letter & LinkedIn profile. Click here to learn more.
Assistant Vice President, Investment Counsellor, Consumer Banking Group
About the Role
Greater New Delhi, India Area
The Company is seeking an Assistant Vice President, Investment Counsellor for its Consumer Banking Group. The successful candidate will be responsible for ensuring awareness and adherence to processes, policies, and codes of conduct for frontline staff. This includes coaching Relationship Managers on various investment products, reviewing client investment portfolios, and maintaining client engagement in investment discussions. The role also involves owning the investment targets for the region, increasing mutual fund AUM, and providing feedback to the central investment product team for continuous improvement. Applicants must have at least 7-10 years of experience in banks or NBFCs, handling client portfolios, and a Bachelor's degree from a recognized university. Postgraduate qualifications are desirable, and mandatory certifications include the MF distribution exam and PMS certification, with CFP being preferred. The role requires in-depth knowledge of investment products, current markets, and excellent communication, presentation, and interpersonal skills. The candidate should be proactive, customer-centric, and ensure compliance with internal and regulatory guidelines. The position demands the ability to work well with people, a willingness to travel, and a strong focus on driving performance and business.
Functions:
- Sales/Revenue
About the Company
Multinational banking and financial services corporation
Industry
Banking
Type
Public Company (D05)
Age
employees
10,001+
Having a resume & LinkedIn profile that stands out is important when applying to opportunities.
As an ExecThread Member you can check out our Executive Branding service to help you optimize your resume, cover letter & LinkedIn profile. Click here to learn more.
The listing you are looking for is no longer accepting applications.
Click here to view other opportunities.
Reveal this information
Enter your email to unlock hidden details
Welcome back!
We're having trouble finding your sign-in details. Please try again later.

