Financial Counselor

5 days ago

Bengaluru, India Legpro consultants pvt ltd Full time

**Position Name** : Financial Education Counsellor (FEC)

**Required skills & Education

**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

ICICI Academy for Skills is a skill development initiative for the unemployed youth instituted across the country, under the aegis of ICICI Foundation. The initiative focuses on imparting vocational skills to the youth and creating a direct impact by enabling livelihood. IAS offers vocational trainings to youth at two levels:

- Youth who drop out of the formal education system after Class XII
- Youth who have recently completed graduation

**Responsibilities**:

- **Adhering to the training schedule and ensuring imparting of quality training as per defined parameters and scheduled timelines, comprising of the following**:

- Ensure that the Code of Conduct is duly administered and adhered to
- Ensure maintenance of day wise module and curriculum of each courses/trade and daily log for the course being conducted and the same to be displayed in the classroom
- Ensure maintenance of attendance sheet for each training session in the prescribed format
- Ensure timely feedback to training coordinator with regards to the training
- Provide continuous guidance and mentoring to trainees
- Ensure timely availability of training materials / consumables / tool kits at the site of the trainings
- Ensure timely reports, success stories, best practices, write ups for newsletter and any other required communication
- Submission of MIS as per the agreed calendar
- Conduct sourcing activities by exploring all sourcing channels like catchment areas, educational institutions, employment exchanges, ICICI Group references, etc.
- Ensure updated sourcing collaterals are available at the required times in adequate numbers

**Trade specific**:
Conduct training for FEC course. This will include the following
- **IFA Acquisition**
- Conduct sourcing activities by exploring all sourcing channels like catchment areas, educational institutions, employment exchanges, ICICI Group references, etc.
- Ensure updated sourcing collaterals are available at the required times in adequate numbers
- **To identify new to MF industry prospects and empanel them.**
- **Empanel Active ARN holders but not empaneled**
- To organize financial literacy camps at SME’s, start-ups, small enterprises, housing societies, various associations etc. with due permissions.
- **Conduct Mass meetings for business opportunity presentation**
- Undertake any other activity as may be required by the Centre Head / Faculty cum Centre-in charge

**Salary**: ₹500,000.00 - ₹600,000.00 per year

**Benefits**:

- Health insurance

Schedule:

- Day shift

Ability to commute/relocate:

- Banglore, Karnataka: Reliably commute or planning to relocate before starting work (required)

Application Question(s):
**Experience**:

- Banking (required)
- Health insurance

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