Investment Specialist

The key responsibilities for this role include: Strategic/ Managerial Responsibilities - Building a focus towards investment cross-sell among Relationship Manager (RM) population and increasing investment penetration of High Net Worth Individual (HNI) clients. - Transitioning towards an advisory model on wealth products for HNIs by providing structures across platforms, including alternate products. Core Responsibilities - Ensuring activation of RMs and focus on investment products. - Participating in joint meetings to increase volumes and new investment penetration of the portfolio. - Ensuring 100% compliance with regulatory matters, including Employee Unique Identification Number (EUIN) and National Institute of Securities Markets (NISM) within specified timelines. - Training RMs and enhancing their knowledge levels through training sessions, workshops, and collaboration with partner teams. People Management or Self-Management Responsibilities - Growing the Assets Under Management (AUM) by expanding the investment book of the bank. - Providing a one-stop platform for managing client investments across various wealth products and platforms. - Conducting client risk profiling before reviewing client portfolios, making recommendations, and ensuring portfolio rebalancing according to client needs. Risk and Internal Control Responsibilities - Ensuring 100% certification compliance.,