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.