Financial Education Counselor
- Aviyana Ventures
- 1 to 6 Yrs
- Delhi, NCR
- 4 years ago
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Job Description
Position Name : Financial Education Counselor (FEC)
Reporting to : Center Head / Regional Head
Qualification Required: Graduate in any stream, Post- graduation degree will be an added
advantage
Skills : Financial Literacy, Financial Securities, Mutual Funds Background,
Sourcing, NISM Certificate would be an advantage, Sales, Interpersonal Skills, B2B orientation,
Geographical market knowledge, Ground Connect
Role purpose : To identify, Acquire and train new to MF industry prospective IFA. To
improve the regional empanelment rate
Job Responsibilities:
Adhering to the training schedule and ensuring imparting of quality training as per
defined parameters and scheduled timelines, comprising of the following:
o Ensure that the Code of Conduct is duly administered and adhered to
o Ensure maintenance of day wise module and curriculum of each courses/trades
and daily log for the course being conducted and the same to be displayed in the
classroom
o Ensure maintenance of attendance sheet for each training session in the
prescribed format
o Ensure timely feedback to training coordinator with regards to the training
o Provide continuous guidance and mentoring to trainees
o Ensure timely availability of training materials / consumables / tool kits at the site
of the training's
o Ensure timely reports, success stories, best practices, write ups for
newsletter and any other required communication
o Submission of MIS as per the agreed calendar
o Manage the evaluation and certification process for the candidates upon
completion of training
o Ensure updated sourcing collateral's are available at the required times in
adequate numbers
o Documentation of sourcing activities including filling in of application forms and
other required pre training activities
Trade specific
Conduct training for FEC course. This will include the following
IFA Acquisition
o Ensure updated sourcing collateral's are available at the required times in
adequate numbers
o Documentation of sourcing activities including filling in of application forms and
other required pre training activities.
To identify new to MF industry prospects and empanel them.
o To source prospective individuals who would be interested in starting their own
business as IFAs, inform them of the prospects, requirements, etc. and on-board
them for the training course at the center. Conduct on-boarding meet for all new
IFAs acquired in the regions including making proper presentations to the
candidates and introducing them to products && processes in the MF industry.
Empanel Active ARN holders but not empanelled
o To organised financial literacy camps at SMEs, start-ups, small enterprises,
housing societies, various associations etc. with due permissions.
o Ensuring all administrative requirements are attended to prior to the meeting
time. Undertaking various financial literacy sessions (various topics) depending
on the level of the understanding and the requirements of the audience.
Conduct Mass meetings for business opportunity presentation
o Undertake any other activity as may be required by the Center Head / Faculty
cum center-in charge
Employement Category:
Employement Type: Full timeIndustry: Banking / Financial ServicesRole Category: Investment Banking / M&AFunctional Area: Not ApplicableRole/Responsibilies: Financial Education CounselorContact Details:
Company: Aviyana VenturesLocation(s): Delhi, NCR
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