Investment Specialist

Business Development : Drive mutual fund (MF) business by actively engaging with and supporting branch relationship managers.

• Portfolio Management : Conduct regular portfolio reviews for clients to ensure investment strategies are aligned with their financial goals.
• Sales & AUM Growth : Facilitate the growth of MF Asset Under Management (AUM) through effective sales strategies and a deep understanding of market dynamics.
• Training & Development : Provide training and continuous development to branch banking relationship managers, equipping them with the knowledge and tools to succeed.
• Support System : Ensure the availability of a robust support system, including joint calls, new product information, and ongoing training, to help the team achieve their targets.
• Market Intelligence : Maintain a keen eye for market intelligence and competitor activities to inform business strategy and identify new opportunities.
• Compliance & Regulation : Demonstrate thorough knowledge of investment processes and all relevant regulatory guidelines.

Required Skills & PG / Master's degree in a relevant field.

(ref : iimjobs.com)