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Investment Specialist_ Banking_ Mumbai/Bangalore/Noida

5 - 10 years

18 - 22 Lacs

Noida Bengaluru Mumbai (All Areas)

Posted:1 month ago| Platform: Naukri logo

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Skills Required

Investment Advisory Wealth Management Mutual Funds Asset Management Financial Advisory Advisory Investment Management

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & 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 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 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 clients

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Lahore Punjab

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