Investment Specialist ( TPD )

Job Title: Investment Specialist

Location: Bangalore

Department:- TPD

ROLE SUMMARY

The role holder is responsible for managing / responsible for driving investment penetration among High Net Worth Individual (HNI) clients by promoting wealth products and advisory solutions. The role focuses on enhancing client portfolios through structured offerings, ensuring compliance, and building strong relationships with Relationship Managers (RMs) to achieve business objectives.

KEY RESPONSIBILITIES/ ACCOUNTABILITIES

Strategic/ Managerial Responsibilities Building a focus towards investment X-sell among RM population & Building on Investment penetration of HNI clients

Moving towards an advisory model on wealth products for HNIs by offering structures across platforms including alternate products

Core Responsibilities Ensuring RM activation & focus on investment products. Going on Joint meetings to build volumes along with new to investment penetration of the portfolio

Ensuring 100%complaince of regulatory matters including EUIN & NISM within timelines

Training RMs & building knowledge levels through training /workshops/in coordination with partner teams

People Management or Self-Management Responsibilities Overall building on AUM by growing investment book of the bank and ensuring one stop platform for managing client investments across wealth products/platforms

Inculcating client risk profiling before reviewing client portfolios & making recommendations and ensuring portfolio rebalancing basis needs of client

Risk and Internal Control Responsibilities 100% of certification to be driven

Product experience required:- Investment sales / PSM/AIF/MF

Qualifications & Skills

Graduate/Postgraduate in Finance, Economics, or related field.

NISM certification (mandatory).

Strong knowledge of wealth management products and investment advisory.

Excellent communication and relationship management skills.

Ability to train and mentor RMs effectively.