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Investment bank • India
Investment Specialist - Bank
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SkillventoryBangalore, IndiaAbout the Role :
Skillventory Hiring for A leading private sector bank is seeking a dynamic "Investment Specialist" to support its Wealth Management and Priority Banking teams in Bangalore. This is an individual contributor role, responsible for equipping Relationship Managers (RMs) with investment advisory expertise and directly engaging with high-net-worth clients to deliver tailored investment solutions.
Role : Investment Specialist (Investment Advisor)
Industry Type : Banking
Department : BFSI, Investments & Trading
Employment Type : Full Time, Permanent
Role Category : Trading, Asset & Wealth Any Graduate
PG : MBA / PGDM in Any Specialization
Key Responsibilities :
- Guide and mentor RMs on investment advisory, asset allocation, and portfolio construction.
- Participate in joint meetings with clients to understand financial goals and offer customized investment strategies.
- Recommend a range of investment products including mutual funds, PMS, bonds, AIFs, and structured products.
- Monitor client portfolios and recommend rebalancing strategies based on market dynamics and client objectives.
- Keep RMs informed about market trends, new products, regulatory updates, and portfolio strategies.
- Ensure strict adherence to internal policies and regulatory guidelines (SEBI, RBI, etc.).
- Drive investment revenue growth through enhanced client engagement and asset penetration.
Key Skills and Competencies :
Preferred Certifications :
Attractive incentive structure linked to investment revenue
Additional perks : Home loan benefits, travel allowance, etc.
Age Limit :
WhatsApp your CV : +91 7489933146
ref : iimjobs.com)