RB - Affluent Business : Investment specialist

RB - Affluent Business : Investment specialist

INTERNAL USAGE :

No. of Vacancies : 1Reports to : RIC

Is a Team leaderNTeam Size : -NA

Grade : SM / AVP / VP

Business : Retail BankingDepartment : Affluent BusinessSub-Department :

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

Investments Specialist manages the sales team of Affluent resources for each circle. This team will comprise of resources, whose focus will be to ensure delivery of the Investments for the Affluent 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

Asset Allocation

• .Assist in the investment portfolio asset allocation of customers.
• .Allocation between different asset classes & subclasses.
• .Decisions on products with the asset / sub-asset class.
• .Meeting / interaction with the respective RM and the client

Portfolio Monitoring / Review

Economics & Product Expertise

Investment Product Research

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

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