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Investment Specialist YES BANK

5.0 - 9.0 years

0 Lacs

noida, uttar pradesh

On-site

As a candidate for the role, your responsibilities will include: - 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% compliance 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 growin...

Posted 2 months ago

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