5.0 - 9.0 years

0 Lacs

noida, uttar pradesh

On-site

As a candidate for the role, your responsibilities will include: - 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% compliance 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 growin...

Posted 1 week ago

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Investment Specialist YES BANK

3.0 - 7.0 years

0 Lacs

hyderabad, telangana

On-site

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) an...

Posted 3 months ago

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