Investment Counselor

  • Company:
    Citibank India
  • Location:
  • Salary:
    negotiable / month
  • Job type:
  • Posted:
    1 month ago
  • Category:

Skill: portfolio , rms , surveillance , investments , investment products; Exp: 0-3 years; Investment Counselor – 18063379 Description Core Responsibilities Responsible for Investments Revenue delivery for Coimbatore branch Increase DMF Penetration on the existing portfolio Do regular portfolio reviews with the higher end of the segment Regular trainings on investment products & process for RMs Responsible for Surveillance Monitoring Updates on products Key Deliverables IC will be responsible for delivering investments revenue, throughput & net sales through a team of Citigold RMs Will be responsible to increase penetration on DMF through the RMs Qualifications Post Graduation

Banking -General


Experience: 0-3

Function: Finance / Insurance Services