Investment Specialist

ConfidentialNoida, India

9 days ago

Job description

Building a focus towards investment X-sell among RM population & Building on Investment penetration of HNI clients

Moving towards an advisory model on wealth products for HNIs by offering structures across platforms including alternate products

Ensuring RM activation & focus on investment products. Going on Joint meetings to build volumes along with new to investment penetration of the portfolio

Ensuring 100%complaince of regulatory matters including EUIN & NISM within timelines

Training RMs & building knowledge levels through training / workshops / in coordination with partner teams

Overall building on AUM by growing investment book of the bank and ensuring one stop platform for managing client investments across wealth products / platforms

Inculcating client risk profiling before reviewing client portfolios & making recommendations and ensuring portfolio rebalancing basis needs of client

100% of certification to be driven

Skills Required

investment products

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Investment Specialist • Noida, India