Job Description

1. Job Purpose Conduct Portfolio Reviews of large relationships along with the RM, delivering detailed presentations to clients that explain their investments. Assist in acquiring new clients by preparing and presenting Investment Proposals, ensuring all requirements are met and explained to prospects. Collaborate in business planning with the incentive plan, supporting each RM in monthly and quarterly activities. Act as a bridge and knowledge center for all Product and Research communications as part of the Product & Research central team. 2. Dimensions Business/SBU/Unit Revenue : Emerging Business & Wealth Management Business Workforce Number : To be specified Unit Workforce Number : To be specified Function Workforce Number : To be specified Department Workforce Number : To be specified Other Important Parameters : Budgets, Volumes, No. of Products, Geography, Markets, Customers, etc. 3. Job Context The Investment Counselor supports the Business, enhancing core business performance through entrenched relationships and offering more products per customer in line with the business strategy. Key Challenges : Stakeholder Management: Ensure effective synergies and engagement for unit stakeholders for efficient strategy implementation. Changing the Mindset of the Sales Team: Engage and educate RMs on the benefits of offering various solutions to Wealth Customers. No Direct Reporting Structure: Use domain expertise, perseverance, and influencing skills to drive initiatives successfully. 4. Key Result Areas / Accountabilities Achieve Targeted Profitability & Fee Income : Strategize client engagement for optimal revenue. Engage with RHs/RMs to identify cross-sell and deepening opportunities. Initiate cross-selling initiatives for additional revenue. Monitor achievement of branch and regional targets. Ensure Skill Enhancement of the Team : Provide product and customer engagement training in coordination with HR (L&D). Ensure Policy Adherence and Coordination : Supervise and ensure compliance with critical transaction sales of Mutual Funds, AIF, PMS, etc. Coordinate documentation and smooth operations with stakeholders. Present MIS Dashboards : Share regular performance dashboards with RHs/ZHs. 5. Job Purpose of Direct Reports The Specified Person (IC) meets clients with the sales team, ensuring the closure of MF, AIF, PMS transactions, and adherence to norms and processes. 6. Relationships Internal : Head - Product & Research, Zonal Head, Regional Head & Relationship Managers of various verticals (Wealth Management) Frequency : Weekly Nature : Sharing business progress and initiatives. Ongoing daily engagement with business development initiatives, client engagement, dashboards, centralized client communication, product knowledge, and training. External : Client & Channel Partners Frequency : Monthly & Need-based Nature : Training RMs, client meetings, identifying market opportunities. 7. Organizational Relationships Provide the structure for a level above and below the position for which this job description is written, using position titles and indicating all the reports of the position.