Investment Specialist - Jaipur, Rajasthan

Job Profile:

Job Location: Jaipur

Role Name: Investment Specialist - Branch Banking / Affluent

• Ownership of the investment 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/ Investestments from existing client base.
• Increase in (investment Products) productivity of Phone Banking officers
• 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 Retention.
• Dynamic Person who can think and implement new strategies for customer acquisition, penetration and retention.

Job Requirements:

• Qualification : Post graduate , preferably MBA , CFA/ CFP will be prfeferred.
• Work Experience : 10 -12 yeras in NBFC, Banks , Mutual Fund Industry
• In depth domain knowledge of Mutual Fund investments in detail , PSM/ Equity Market.
• Current Economy / Distrubution / Channel Management.
• Good Communication and presentation Skills.
• Pro Activeness to know things and drive business and people.
• Good interpersonal skills.
• Ability to work with other people well
• Willing to travel
• Grade: Senior Manager / AVP