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Investment Specialist

Yes Bank Limited

5 - 15 years

10 - 17 Lacs

Hyderabad / Secunderabad, Telangana, Telangana, India

Posted:1 day ago| Platform: Foundit logo

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Skills Required

Risk Profiling Aum Cross-Selling Compliance Management portfolio rebalancing investment penetration

Work Mode

On-site

Job Type

Full Time

Job Description

Job Description - Investment Specialist Grade- AVP Location- Delhi KEY RESPONSIBILITIES/ ACCOUNTABILITIES Strategic/Managerial Responsibilities Building a focus towards investment cross-sell among RM population and increasing investment penetration for HNI clients. Transitioning towards an advisory model on wealth products for HNIs by offering structures across platforms, including alternate products. Core Responsibilities Ensuring RM activation and focus on investment products by conducting joint meetings to boost volumes and increase new investment penetration within the portfolio. Ensuring 100% compliance with regulatory matters, including EUIN and NISM certifications within defined timelines. Training RMs and enhancing their knowledge through workshops and collaboration with partner teams. People Management or Self-Management Responsibilities Driving AUM growth by expanding the investment book of the bank and offering a one-stop platform for managing client investments across wealth products and platforms. Conducting client risk profiling before reviewing client portfolios and making recommendations, along with ensuring portfolio rebalancing based on client needs. Risk and Internal Control Responsibilities Achieving 100% certification compliance and driving adherence to internal risk control measures.

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