Investor Education Officer, 0 - 1 years exp, Hyderabad / Secunderabad, Chennai, Rajkot

by Financial Planning Academy in Hyderabad / Secunderabad, Chennai, Rajkot

Experience: 0 to 1 yrs. Posted on: 31 Oct

What is the role at the internship?

1. The designation at which the interns would be operating for would be called as Investor Education Officer (IEO)

2. Conduct Investor Education Training across identified branches of ICICI Bank

3. To provide Investor Education to customers of ICICI Bank.

4. Provide guidance on customer KYC registration process to the Customers of ICICI Bank.

5. Arrange and Conduct investors meets conducted at the branches of ICICI Bank and/or ICICI Prudential AMC or at any external location (within the branchs vicinity).

6. Meet Investors in the branch and educate them on importance of financial planning and Investment through Mutual Fund route. They will use the marketing material related to Mutual Funds Products available in the branches to explain the concepts

7. IEO shall not directly or indirectly sell mutual funds. The said person should only be involved in imparting education on mutual fund products.

Note: -

1. Kindly note that, this is NOT A SALES profile but related to INVESTOR EDUCATION.

2. This is an INTERNSHIP program and NOT a Job.

1. He/She must be a graduate (in any stream)

2. He/She must not be in the business of selling mutual funds, insurance etc (i.e. He/She should not be practicing as an independent financial advisor)

3. He/She should have good communication skills