Cluster Investment Councillor

The role requires a highly skilled and motivated Cluster Investment Counsellor with extensive knowledge in Investments, Demat-Broking accounts, and Mutual Funds (MF). The ideal candidate will be responsible for driving MF and

Demat initiatives within their respective cluster, conducting meetings with branches, engaging with customers, and traveling within the cluster to ensure comprehensive support and growth.

Role & responsibilities

• Stay updated on competitive offerings and market trends in Debt and Equity.
• Demonstrate a thorough understanding of MF schemes and be able to discuss them with ease.
• Conduct training sessions at the branch level with Asset Management Companies (AMCs) and Channel Business Leaders (CBL).
• Act as the single point of contact to support the cluster's drive for Demat & Broking and Mutual Funds targets.
• Provide ground support for lead follow-up and client engagement activities.
• Organize periodic and need-based training sessions to enhance the skills and knowledge of the team.
• Facilitate joint customer meetings with sales and non-sales teams to ensure on-ground sales support.
• Work closely with Cluster Heads, Branch Managers, Regional Product Managers, and the Head Office (HO) team to drive business numbers.
• Engage with branches and customers to renew and upgrade existing plans.
• Meet customers as required to provide personalized investment advice and support.
• Travel within the cluster to ensure comprehensive coverage and support for all branches.
• Proven experience in Investments, Demat-Broking accounts, and Mutual Funds.
• Strong understanding of market trends in Debt and Equity.
• Excellent communication and presentation skills.
• Ability to conduct effective training sessions and facilitate joint customer meetings.
• Strong collaboration skills to work with various stakeholders within the cluster.
• Willingness to travel within the cluster for branch and customer engagements.