1494 Investment Products Jobs - Page 39

Do you have a compliance, controls, investigations and/or audit background with solid experience in the wealth management industry Are you able to assist the Front Line Origination Units on matters/queries related to AML, KYC, SOW and SOW Corroboration. Are you familiar with SEBI and RBI requirements in areas of investment suitability and AML KYC Are you able to evaluate, interpret and challenge complex information carefully Are you trustworthy in maintaining high business standards, while driving the business forward Do you know how to organize and prioritize your work to meet key deadlines Are you able to challenge colleagues in a constructive way Are you a self-starter within initiative, able to own and drive complex projects, while keeping management informed of regular progress We are looking for a high caliber individual with these qualities to be part of our Global Wealth Management (GWM) Front Line Support in Airoli, Mumbai. You ll be working in Front Line Support (FLS) Function, a 1st Line of Defense, locally reporting into the GWM APAC Business Risk Organization (BRO) Function. FLS is responsible for executing ex-post controls as part of GWM Control Framework. We execute regular controls and perform regular analysis over the controls and share the outcome with relevant stakeholders as appropriate. In addition, we provide regular advice and/or training to the Business to help enhance the overall quality and process adherence in the 1st Line of Defense. - Good knowledge or background in risk, controls, investigations, compliance, audit and/or legal, and at least 2 years experience working in wealth management sector - Good knowledge in investment products (FX, Derivatives, Bonds, Structures, Equities) and HKMA requirement in areas of Investment Suitability - Clear communicator, with exceptional interpersonal skills and a good listening skill - creative approach to problem solving & challenging existing processes to drive improvements - Proactive, independent, client-Oriented and well-organized Individual with critical thinking skills - proficient in basic Microsoft applications

Job Title: Relationship Manager - Private Wealth Locations: New Delhi, , Gurgaon, Noida, Lucknow Kolkata, Hyderabad, Bangalore, Pune and Mumbai Job Summary: We are seeking an experienced Relationship Manager to join our Private Wealth team. The successful candidate will be responsible for acquiring and managing High Net Worth Individuals (HNWIs) and Ultra High Net Worth Individuals (UHNWIs) clients, providing them with tailored wealth management solutions. Key Responsibilities: - Client Acquisition and Relationship Management - Wealth Management Solutions Experience: 5-15 years of experience in wealth management, private banking, or a related field. Certifications: NISM and IRDA certifications are required. equirements: - Portfolio of 30-100 crores - No relocation cases allowed; career stability is essential How to Apply: If you have relevant experience and meet the requirements, please connect with us on WhatsApp at [91-7668832928] or email your resume to [sonia.tiwari@wowjobs.biz].

Job Description. We are looking for an enthusiastic Inside Sales Representative to join the kPaisa team. You will play a key role in driving growth by reaching out to prospective customers, generating leads, and converting them into long-term clients. This role requires someone with excellent communication skills, a passion for fintech, and a drive to meet targets in a dynamic environment.. Roles And Responsibilites. Generate new business opportunities by qualifying inbound leads and reaching out to prospects through phone, email, and chat.. Engage with potential customers, understand their financial needs, and introduce kPaisa’s range of investment and lending products.. Follow up on leads and schedule product demos, consultations, or meetings.. Work closely with the sales and marketing teams to optimize lead generation and conversion strategies.. Maintain and update CRM with accurate customer data and sales activities.. Provide feedback to improve the product offering and customer experience based on conversations with leads and prospects.. Skills Required. 2–3 years of experience in inside sales, lead generation, or tele-sales, preferably in fintech or BFSI.. Strong communication skills (verbal and written) with the ability to engage and persuade.. A customer-centric approach and the ability to understand and address client needs.. Experience with CRM tools (e.g., Salesforce, HubSpot) for managing leads and tracking sales.. Knowledge of digital gold, mutual funds, loans, and other investment products is a plus.. Self-motivated with a passion for learning and growth.. What we have to offer. Flexible work hours. First hand fintech development opportunity. Meritocracy driven, candid startup culture. Show more Show less

Responsibilities: * Manage client portfolios with expertise in wealth management, HNIs & ultra HNIs * Provide investment advice on products & manage mutual funds/PMS * Acquire new clients through private banking services

Paytm Money Limited is a SEBI registered Stock Broker and Depository Participant that offers services related to Equity & Derivatives trading, Depository services, investment in IPOs. It is focused on simplified user experience and allow users to start your investment journey with zero paperwork, seamless digital KYC, automated payments, updated portfolio and powerful insights to make well-informed investment decisions. Paytm Money is also registered with PFRDA as Point Of Presence, offering investment in Nation Pension System (NPS). It is a fully owned subsidiary of One 97 Communications Limited, a listed entity in NSE and BSE. Paytm is Indias largest digital payment app which makes it secure and seamless to pay using UPI, make bill payments, recharge mobiles, DTH, data card & Metro Card etc anywhere in India. Key Responsibilities: Assist in the onboarding, documentation, monitoring, surveillance for Authorised Persons / Affiliates/ Referral Partners including meeting them physically if required. Conduct regular compliance audits and assessments to identify potential risks and areas for improvement for Authorised Persons/Affiliates/ Referral Partners. Prepare and submit regulatory filings, reports, and documentation as required by SEBI. Responsible for conducting regular training to the Business development team and Authorised Persons on compliance-related matters and promoting a culture of compliance within the organization. Collaborate with internal teams to gather necessary information for compliance reviews and audits. Maintain accurate records of compliance activities and findings. Support the senior compliance team in conducting investigations into compliance breaches and implementing corrective actions. Occasional traveling might be required. Qualifications: Bachelors degree in Finance, Business Administration, Law, or a related field with minimum 5-7 years of experience Familiarity with SEBI regulations and compliance requirements. Strong analytical skills and attention to detail. Excellent written and verbal communication skills. Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint). Preferred Skills: Previous experience in compliance, risk management, or a related field is a plus. Knowledge of financial markets and investment products.

Experience Required: Min. 2years in Wealth/MF product Sales Location: Lucknow/Kanpur/Meerut/Bareilly/Faizabad CTC: Upto 6.5LPA Position Purpose: Wealth Manager`s primary objective will be asset gathering and increase client penetration & wallet share through regular client meetings (physical/virtual). Responsibilities: Direct Responsibilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. For more details share your updated resume at- aanchal@avaniconsulting.com Or What's app -9917283370 Regards, Aanchal Chowdhury HR Executive @Avani Consulting

Primary responsibility of a key account manager is to enhance AMC + retrofit business and customer delight of existing and new Key accounts and then supported with the listed below additional responsibilities: Building and maintaining relationships: Establishing strong, trust-based relationships with key clients to ensure satisfaction and retention. Business Development: Identifying new business opportunities and potential clients within the target market segments. This includes prospecting, networking, and building relationships to expand the client base. Client Acquisition: Leading the process of acquiring new clients by presenting the companys investment products and services effectively. This involves understanding client needs, conducting presentations, and negotiating terms to secure new accounts. Relationship Management: Building and maintaining strong relationships with existing clients to ensure satisfaction, retention, and potentially upselling additional products or services. Sales Strategy Development: Developing and implementing sales strategies and tactics to achieve sales targets and objectives set by the company. This includes setting sales goals, forecasting sales projections, and monitoring performance metrics. Cross-functional collaboration: Working closely with sales, marketing, customer support, and other departments to meet client needs effectively. Negotiation and contract management: Handling negotiations, contracts, and pricing discussions to maximize profitability while maintaining client satisfaction. Forecasting and reporting: Forecasting sales and revenue targets from key accounts and providing regular reports to management on account status and performance. Problem-solving: Addressing any issues or concerns raised by key clients promptly and effectively, acting as the main point of contact for conflict resolution. Customer advocacy: Acting as a customer advocate within the company, ensuring that client feedback is heard and acted upon to continuously improve products and services. Risk management: Identifying potential risks within key accounts and developing strategies to mitigate them, ensuring long-term stability and growth. Key Responsibilities: National accounts Key Accounts Revenue Generation

Hiring Sales Manager This role focuses on expanding the network, achieving sales targets, and strengthening business opportunities for our products. Jobs Responsibilities: Generate leads and meet potential customers in the field Sell insurance & financial products with company support Build strong relationships with clients for repeat business Achieve monthly sales targets and share daily field updates Work closely with team leaders for guidance and support Candidates Requirements: 2+ years of experience in sales, marketing, or business development Proven ability to achieve targets and manage strong relationships Excellent communication and negotiation skills Open to traveling as needed What We Offer: Attractive salary with performance-based incentives. Opportunities for growth, learning, and advancement Employee benefits, including health insurance. For more information! Call :: +91 9510776003 Mail Resume :: hetal@tekpillar.com

Job Purpose The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch. Key Job Responsibilities Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions. Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the clients. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Achieve financial goals of the clients through various product like Mutual Fund, General Insurance, Fixed Deposits, Life Insurance, PMS, AIF other liabilities products. Update and cross sell products and services to existing clients and update them about the primary and secondary market trends. Conduct regular marketing activities with the branch marketing and product team by showcasing our products and features and generate leads. Desired Candidate Profile 1. Candidate with good communication skills. 2. Good Experience in Financial Planning, Investment Advisory, Wealth Management for minimum 1 year + 3. Pleasing Personality 4. Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage Perks and Benefits Incentives Monthly + Reimbursements(Local Conveyance + Mobile Reimbursement) + Rewards & Recognition + Fast track appraisal (Two appraisal in a year) 1st & 3rd Saturday off. Interested candidates with relevant experience are requested to share CVs at s.devanesan@bajajcapital.com Contact Person : Kingsly Devanesan S

Job Purpose The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch. Key Job Responsibilities Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions. Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the clients. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Achieve financial goals of the clients through various product like Mutual Fund, General Insurance, Fixed Deposits, Life Insurance, PMS, AIF other liabilities products. Update and cross sell products and services to existing clients and update them about the primary and secondary market trends. Conduct regular marketing activities with the branch marketing and product team by showcasing our products and features and generate leads. Desired Candidate Profile 1. Candidate with good communication skills. 2. Good Experience in Financial Planning, Investment Advisory, Wealth Management for minimum 1 year + 3. Pleasing Personality 4. Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage Perks and Benefits Incentives Monthly + Reimbursements(Local Conveyance + Mobile Reimbursement) + Rewards & Recognition + Fast track appraisal (Two appraisal in a year) 1st & 3rd Saturday off. Interested candidates with relevant experience are requested to share CVs at s.devanesan@bajajcapital.com Contact Person : Kingsly Devanesan S

1) Responsible for Sales Mutual Fund products to Retail Clients as per the assigned database 2) Should be completely updated on the various products and markets situation 3) Ensuring the highest levels of service to the clients Required Candidate profile Need 4 Years of Mutual Fund Sales Experience NISM 5A Certified Intrested candidate share resume on my whatsapp (7990449328) Perks and benefits On roll with ICICI Mutual Fund Career growth

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions. Identify new business opportunities and expand existing customer relationships through effective sales strategies. Collaborate with internal teams to ensure seamless delivery of products and services to customers. Provide exceptional customer service and support to resolve client queries and concerns. Analyze market trends and competitor activity to stay ahead in the competitive landscape. Meet or exceed monthly and quarterly sales targets by selling micro finance products. Job Requirements Proven experience as a Relationship Manager in micro finance or business development. Strong knowledge of micro finance products and services, including mutual funds and other investment products. Excellent communication and interpersonal skills to build strong client relationships. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills to analyze market trends and competitor activity. Experience working with cross-functional teams to deliver high-quality products and services.

We are looking for a highly skilled and experienced Branch Manager to lead our retail team in Equitas Small Finance Bank. Roles and Responsibility Manage and oversee daily branch operations, ensuring efficient service delivery. Develop and implement strategies to boost sales and customer satisfaction. Lead and motivate a team of professionals to achieve business objectives. Build and maintain relationships with key stakeholders, including customers and partners. Monitor and control expenses to ensure cost-effectiveness. Identify and mitigate risks to ensure compliance with regulatory requirements. Job Requirements Proven experience in branch management, preferably in the BFSI industry. Strong knowledge of inclusive banking products, such as mortgages. Excellent leadership and communication skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills. Experience in managing teams and achieving business targets.

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. Roles and Responsibility Manage relationships with existing clients to ensure timely payments and minimize defaults. Identify new business opportunities through networking and referrals. Develop and implement strategies to increase revenue growth. Collaborate with internal teams to resolve customer complaints and issues. Analyze market trends and competitor activity to stay ahead in the market. Build and maintain strong relationships with customers and stakeholders. Job Requirements Proven experience as a Relationship Manager in the BFSI industry, preferably in Micro Finance or Receivables. Strong understanding of financial products and services, including Mutual Funds and other investment products. Excellent communication and interpersonal skills, with the ability to build strong relationships. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills, with attention to detail and accuracy. Experience working with cross-functional teams, including operations and customer service.

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. Roles and Responsibility Manage relationships with existing clients to ensure timely payments and minimize defaults. Identify new business opportunities through networking and referrals. Develop and implement strategies to increase revenue growth. Collaborate with internal teams to resolve customer complaints and issues. Analyze market trends and competitor activity to stay ahead in the market. Build and maintain strong relationships with customers and stakeholders. Job Requirements Proven experience as a Relationship Manager in the BFSI industry, preferably in Micro Finance or Receivables. Strong understanding of financial products and services, including Mutual Funds and other investment products. Excellent communication and interpersonal skills, with the ability to build strong relationships. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills, with attention to detail and accuracy. Experience working with cross-functional teams, including operations and customer service.

This is a full-time, on-site role for a Relationship Manager, located in *Kochi- Kerala*. Qualifications- NISM 5 & 8 ( is a MUST ), Bachelor’s Degree.

We are looking for a highly skilled and experienced Branch Manager to lead our retail team in Equitas Small Finance Bank. Roles and Responsibility Manage and oversee daily branch operations to ensure efficient service delivery. Develop and implement strategies to boost sales and customer satisfaction. Lead and motivate a team of professionals to achieve business objectives. Build and maintain relationships with key stakeholders, including customers and partners. Monitor and control expenses to ensure cost-effectiveness. Ensure compliance with regulatory requirements and internal policies. Job Requirements Proven experience in branch management, preferably in the BFSI industry. Strong knowledge of inclusive banking products, such as mortgages. Excellent leadership and communication skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills. Experience in managing teams and achieving business targets.

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. Roles and Responsibility Manage relationships with existing clients to ensure timely payments and minimize defaults. Identify new business opportunities through networking and referrals. Develop and implement strategies to increase revenue growth. Collaborate with internal teams to resolve customer complaints and issues. Analyze market trends and competitor activity to stay ahead in the market. Build and maintain strong relationships with customers and stakeholders. Job Requirements Proven experience as a Relationship Manager in micro finance or collections. Strong knowledge of financial products and services, including mutual funds and other investment products. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills. Experience working with diverse client groups, including high net worth individuals and low income families. Location - Kanniyakumari,Madurai,Marthandam,Tirunelveli

Company Profile & Job Description Wealth Partnership Manager Apply only through the application form; other submissions risk being ignored, even if sent to senior team members, as our leadership team reviews applications daily. Office Location: Mumbai About Winvesta Winvesta is a rapidly growing fintech company on a mission to make cross-border payments and banking hassle-free and affordable for customers across India and the world. With its flagship product, the Multi-Currency Account, Winvesta empowers individuals and businesses to conduct transactions on an international scale effortlessly. Winvesta was founded by Swastik Nigam , an IIM-A graduate and former Investment Banker at Deutsche Bank, London. Winvesta has earned numerous accreditations in its young tenure, including: Fintech Product of the Year 2024: BW Fintech Awards Best Payment Solution 2023: BW Fintech Awards Best Emerging Fintech 2023: Bharat Fintech Summit FinTech Company of the Year 2020 for the Asia Pacific by Barclays Entrepreneur. It is also a part of the prestigious London Mayor s International Business Program. The company was also part of the Fintech Acceleration programs by Natwest and Hogan Lovells. The Role Winvesta is seeking a motivated Wealth Partnership Manager to join our dynamic team Job Title : Wealth Partnership Manager Location : Mumbai Experience : 4-6 years Winvesta is a rapidly growing fintech company on a mission to make cross-border payments and investment hassle-free and affordable for Indians. Winvesta is looking for a passionate individual and sharp communicator who is motivated to be a part of a hyper growth startup. This role will focus on driving revenue growth for our investment products while working closely with the CEO. The successful candidate will develop personalized financial strategies, manage high-net-worth client relationships, and conduct market analysis to optimize investment opportunities.As a Wealth Partnership Manager, you will play a crucial role in understanding clients financial goals, risk tolerances, and preferences, ensuring tailored solutions that align with their objectives. Responsibilities: Develop and execute strategies to increase revenue from investment products, ensuring alignment with company goals. Build and maintain strong relationships with high-net-worth individuals and institutional clients, understanding their financial goals and investment preferences. Collaborate with clients to create personalized investment strategies that align with their objectives and risk tolerance. Conduct thorough market research to identify trends and opportunities in wealth management, adjusting strategies accordingly. Work closely with internal teams, including marketing and product development, to enhance service offerings and client engagement. Regularly review client portfolios and performance metrics, making recommendations for adjustments as necessary. Ensure all activities comply with relevant regulations and industry best practices. Collaborate closely with the CEO and cross-functional teams to drive synergies and maximize sales potential Requirements Bachelors degree in Finance, Economics, Business Administration, or a related field. Minimum of 4 years of experience in wealth management or financial services, with demonstrated success in revenue generation. Having proven experience in the fintech sector, with a deep understanding of fintech products and services. Candidates should be well-versed in the current trends and challenges within the industry. Strong understanding of financial markets, investment products, and wealth management principles. Proficiency in financial analysis tools, portfolio management software, and CRM systems. Excellent interpersonal skills with the ability to build trust and rapport with clients. Strong analytical skills and problem-solving abilities with a results-oriented mindset. Exceptional verbal and written communication skills to explain complex financial concepts clearly. High level of integrity and ethical conduct in line with regulatory guidelines. Relevant professional certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) would be an add ons. At Winvesta, you will build a global team of professionals who bring their deep expertise and a breadth of international experience in financial services. An exceptional board of advisors and investors will back you. You will be empowered to have autonomy in building and executing processes under guidance. Winvesta has created numerous firsts in Indian fintech. You will be a vital part of creating many more.

Role & responsibilities Job Description 1. Acquisition of new clients and formulating strategies to increase the client base. 2. Dealing with existing clients. 3. Preparation and execution of Financial Planning. 4. Regular portfolio review of client. 5. Providing advisory services into various instruments majorly in General Insurance , Mutual Funds, FD,PMS, Bond, Equity, Gold(ETF), & FMP. 6. Approaching need based product to the client through Financial Planning. 7. Access the portfolio risk according to changing market situation. 8. Generating the revenue primarily through core products. Preferred candidate profile Candidate with Excellent communication skills. 2. Good Experience in Financial Planning, Investment Advisory, Wealth Management of minimum 0.6 -2 years 3. Pleasing Personality 4. Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage

We have openings in pnb met life for pnb bank Sitting in pnb bank you have to sell life insurance products through walking customer Age max 35 Ctc 3.50 lpa -5.50lpa Share cv orange.chd.nidhi@gamil.com 7018514644 Perks and benefits Reminsument

Managing Wealth Products- MFs, PMS & AIF along with Cross sales. Brining in HNI & UHNI Clients for investment products

Job Title: Virtual Relationship Manager Role Requirements: Only V5 Level Candidates (min. 12 months VRM experience) Graduation (Mandatory) Good to Excellent English Communication Proven experience in handling HNI/Retail customers via calls and CRM Exposure to banking products (savings, loans, insurance, cards) Salary: Up to 32,000/month (based on current CTC & experience) Shifts: Day Shifts | 6 Days Working | Rotational Weekly Offs To schedule your interview kindly share your resume/ call at HR Dhanashri:7796426785

Key responsibilities include: - Use financial acumen and investment expertise to review a client''s information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience. - Track the HNI/Ultra HNI segment in the market for new client acquisition. To research, investigate, and update themselves on available investment opportunities/financial market trends to determine whether they fit into clients'' portfolios. - Focus on business development and achieve growth in relationship value, and revenues & improve client stickiness - Achievement of product-wise targets and cross-selling products as per the demographic, lifestyle, and risk profiling - Formulate outbound and inbound sales plans to acquire new HNI Clients to increase customer base of the portfolio - Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile - To provide & maintain, on an ongoing basis, a daily/weekly sales report, figures, forecasting & any other records that may be required by the Team to keep up-to-date records of sales & performance. Skills and Competencies: - Ability to use & analyze data tools related to wealth products - Benchmarking Peers/ Execution on Key Initiatives/Management - Discussion/ MIS Review - Maintaining external network i.e. maintaining contact with the customers - Attitude to service clients by providing them with smooth and superior service delivery - Experience in building and maintaining long-term relationships, deepening relationships, and growing revenues for the organization - Aptitude towards delivering high-quality customer service with good organizational and interpersonal skills - Decision-making skills with a strong sense of ownership and ability to work under pressure - Ensure compliance with key regulatory and organization-level requirements - Our commitment to Diversity, Equity and Inclusion - The diversity of our people is one of our greatest strengths. An inclusive and equitable environment enables us to deliver innovative and sustainable outcomes for our people, clients, shareholders, and communities. From day one, you will l be encouraged to be yourself and supported to perform at your best. Preferred Educational Qualifications and Work Experience: - 5 to 15 years relevant experience in Investment Advisory Wealth management - MBA CA or equivalent from a premium institute - Relevant certifications Desired Knowledge Skills: - Strong industry and product knowledge, including an understanding of applicable compliance rules and regulations - Ability to think and execute strategically, prioritize and resolve complex problems - Detail-oriented with superior organizational and time management skills, including delegation of work - Team player with the ability to collaborate with others - Ability and interest to work in a fast-paced, evolving environment

Job Locations: AHMEDABAD, VADODARA, SURAT & RAJKOT Role Name: Investment Specialist - Branch Banking / Affluent Channel JOB ROLE: DEVELOPS NEW AND EXPANDS EXISTING HIGH NET WORTH CUSTOMER RELATIONSHIPS FOR LIABILITIES BY SOURCING CATEGORY A PRIORITY CUSTOMERS. SOURCES NEW BANK CUSTOMERS THROUGH EXTERNAL INDIVIDUAL EFFORTS AND ACQUISITION CHANNEL. ENSURES HIGH LEVELS OF CUSTOMER SERVICE ORIENTATION AND APPLICATION OF BANK POLICY. CROSS SELLS BANK PRODUCTS TO EXISTING SET OF CUSTOMERS INFORMS CUSTOMERS OF NEW PRODUCTS OR PRODUCT ENHANCEMENTS TO FURTHER EXPAND THE BANKING RELATIONSHIP. PLANS AND CONDUCTS SPECIAL SALES INITIATIVES AND EVENTS FOR PROSPECTIVE AND EXISTING CLIENTS. COORDINATES WITH OTHER GROUP COMPANIES TO PROVIDE SEAMLESS ACCESS TO OTHER PRODUCTS. MAINTAINS COMPLETE RELATIONSHIP RECORD FOR ASSIGNED CUSTOMER ACCOUNTS. JOB REQUIREMENT: DEVELOPING AND MAINTAINING BANKING RELATIONSHIPS WITH A SELECT GROUP OF HIGH NET WORTH CUSTOMERS THROUGH INDIVIDUALIZED CUSTOMER SERVICES. ADEPT AT CONSTRUING FINANCIAL REPORTS & HANDLING MIS GENERATION. POST GRADUATE - 6 -10 YEARS OF EXPERIENCE AMFI / IRDA