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Investment Specialist

Investment Specialist

Skillventory

8 - 13 years

10 - 20 Lacs

Gurugram Delhi / NCR Mumbai (All Areas)

Posted:2 months ago| Platform:

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Skills Required

Investment Advisory Certified Financial Planner Wealth Management Private Banking Portfolio Management Investment Planning Financial Advisory Investment Management Portfolio Planning Investment Products

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities 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.

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Investment Specialist