Investment Specialist

Job Role :

Ownership of the Investments target of the Branch Banking channel mapped to Increase the Mutual Fund AUM for the mapped Area

Penetration of client base for creating new investors in MF / investments from existing client base

Increase in (investments products) productivity of Phone Banking officers

Acquisitions (NTB) attributed to presence of IC i.e NTB opened by officers on the back of investments due to the presence of the IC

Other Key areas to be done periodically

Officers training

Driving business / coordinating with Sr. RCMS / National Head

Client coverage / joint phone calls

Portfolio construction and reviews are done periodically by self and team

Training & Development for new joiners for better performance

Process adherence

Dynamic person who can think and implement new strategies for customer acquisition, penetration and retention.

Job Requirements :

8-10 years’ work experience in NBFC, Banks, Mutual Fund industry

In depth domain knowledge of

Mutual Fund investments in detail, PMS

Equity Market. Current Economy

Distribution / Channel management

Good communication and presentation skills, Good interpersonal skills

Ability to work with other people well, willing to travel.

Pro-activeness to know things and drive business and people.