Senior Associate, Treasures Investment Counsellor, Consumer Banking Group, Pune

Job Purpose : A person in this role will ensure awareness of and adherence to processes, policies and codes of conduct laid down for CBG frontline staff. The role incumbent will help the RM’s and coach on various investment products available in the bank. Also review the client’s investment and update them on regular intervals

Key Accountabilities :

Ownership of the Investments target of the Region / Area they are mapped to Increase of Mutual Fund AUM for the mapped Area.

Impart effective training on new product launch / refresher training on investment, alternate and Forex, AML and other mandatory trainings and keep the record of attendance to comply with internal and regulatory guidelines.

Ensure sustainable trail income for the Bank through driving the Mutual Volumes while driving activation of team members for Investment and Forex products.

Provide...