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) 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.,

Posted 4 days ago

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Investment Specialist Yes Bank Limited

5.0 - 15.0 years

10 - 17 Lacs

Hyderabad / Secunderabad, Telangana, Telangana, India

On-site

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.

Posted 1 month ago

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Relationship Manager (PMS) Ventura Securities

5.0 - 7.0 years

7 - 9 Lacs

Ahmedabad

Work from Office

Responsibilities: Client Acquisition & Business Development: Identify, prospect, and acquire new HNI, UHNI, and institutional clients for PMS products within the Ahmedabad region. Leverage existing networks, referrals, and strategic outreach to generate new leads and build a robust sales pipeline. Present compelling investment proposals and PMS solutions to prospective clients, clearly articulating the benefits, strategies, and performance. Achieve and exceed assigned sales targets and revenue goals for PMS. Relationship Management & Client Servicing: Cultivate and maintain strong, long-lasting relationships with existing PMS clients, acting as their primary point of contact. Conduct regular portfolio reviews with clients, providing updates on market performance, investment strategy, and portfolio rebalancing. Understand clients' evolving financial goals, risk appetite, and investment horizons to offer personalized advice and suitable PMS solutions. Address client queries, concerns, and service issues promptly and efficiently, ensuring high levels of client satisfaction and retention. Cross-sell and upsell other relevant financial products (e.g., AIFs, mutual funds, alternative investments) where appropriate, based on client needs. Product Expertise & Market Intelligence: Develop and maintain an in-depth knowledge of our PMS products, investment philosophies, strategies, and performance. Stay updated on market trends, economic indicators, regulatory changes (SEBI guidelines), and competitor offerings in the wealth management and PMS space. Provide market insights and investment intelligence to clients to help them make informed decisions. Collaboration & Compliance: Collaborate effectively with internal teams, including portfolio managers, research analysts, operations, and compliance, to ensure seamless client onboarding and service delivery. Ensure all client interactions, transactions, and documentation comply with regulatory guidelines (SEBI, AMFI, etc.) and internal company policies. Maintain accurate and up-to-date client records and sales activities in the CRM system.

Posted 1 month ago

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