Investment Counsellor is the brand Ambassador of the company. Its very important that Investment Counsellor understand basic tricks of job. Thorough on the market. Very Solid 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 current relationships and increasing depth in existing relationships • Continuous training of Channel on products & processes to get maximum output.
Current Client acquisition through Bank Channel Partner
Achieve revenue targets
Activate bank channels in designated territory
Relationship Management with all the bank team members
Aligning activities in line with bank activities to maximize business numbers
Keep abreast of the Products, market news, financial trends, and current affairs
Training to Bank Channel Partners
Joint client call with Bank channel Partner
Lead generation activity with Bank Resource
Business MIS & Reporting
Upgrading Skills & knowledge
Team Reporting: Stake Holder Management Driving the Bank Channel