Posted:17 hours ago|
Platform:
Work from Office
Full Time
Role & responsibilities Drive investment product business through mapped Relationship Managers across Mutual Funds, PMS, SGB, AIF etc. Educate clients about risk profile, asset allocation and potential risk-reward on the portfolios. Penetration of client base for creating new investors, as well as help improve investment Gross & Net Sales from existing client base. Portfolio monitoring, rebalancing and detailed reviews on a periodic basis. Research and analyze investments, strategies, and market conditions to determine which investment options are most appropriate. Leverage analytical ability, comprehensive fiscal knowledge, and customer service skills to help clients define and reach their financial goals. Ensure increase in Investment Products productivity of Relationship Managers as per defined KRAs. Ensure better client experience both by qualitative and quantitative subventions. Liaise with various stake holders within the Bank, as well as with external Asset Management firms. Preferred candidate profile Minimum 8 years of relevant experience in Investments and Relationship Management, with excellent communication skills. Post Graduate (MBA or equivalent) NISM V-A and XXI-A certification. CFP/CFA (or equivalent) shall be an advantage.
Indusind Bank
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