RB - Affluent Business : Regional Investment specialist

RB - Affluent Business : Regional Investment specialist

INTERNAL USAGE :

No. of Vacancies : 1Reports to : NIC

Is a Team leaderYTeam Size : 5-10

Grade : VP

Business : BPC - Private BankingDepartment : Affluent BusinessSub-Department : BPC - Private Banking

Location :

About Affluent Business

Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions. It gives highly personalized services with an expertise driven approach of an investment house with great stability and immaculate execution. Affluent Business offers a gamut of different product offerings tailor-made to its customers with seamless touch-points

About the Role

Regional Investment Specialist will manage the investment specialist team for a particular region. This team will comprise of resources, whose focus will be to ensure delivery of the Investments for the Private Banking segment across their circles, drive growth in AUMs, drive portfolio actions, ensure implementation and regular review of all control parameters, monitor trends on sales across their circles, manage large and critical key client relationships along with the Affluent team. They also focusses on NOA to ensure regular and quality increase in their segment of Affluent clients and ensures upskilling for the entire Affluent team in their circles.

Key Responsibilities

Stakeholder Management and Leadership

• .Lead, mentor, and manage a team of investment specialists and senior private bankers.
• .Set performance goals and conduct regular performance reviews with team.
• .Conduct investment trainings, workshops, and client presentations to enhance team capabilities.

Drive AUM growth

Revenue delivery

Investment penetration

Sales Quality & Compliance

Qualifications

Optimal qualification for success on the job is :

Role Proficiencies :

For successful execution of the job, a candidate should possess the following :

Skills Required

Investment Management, Bonds, DEBT, Equity, investment products, Mutual Funds, Financial Markets, asset allocation