RB - Affluent Business:Regional Investment specialist

RB - Affluent Business:Regional Investment specialist
INTERNAL USAGE:No. of Vacancies:1Reports to:NICIs a Team leaderYTeam Size:5-10Grade:VPBusiness:BPC - Private BankingDepartment: Affluent BusinessSub-Department:BPC - Private BankingLocation:About Affluent BusinessAffluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions. It gives highly personalized services with an expertise driven approach of an investment house with great stability and immaculate execution. Affluent Business offers a gamut of different product offerings tailor-made to its customers with seamless touch-pointsAbout the RoleRegional Investment Specialist will manage the investment specialist team for a particular region. This team will comprise of resources, whose focus will be to ensure delivery of the Investments for the Private Banking segment across their circles, drive growth in AUMs, drive portfolio actions, ensure implementation and regular review of all control parameters, monitor trends on sales across their circles, manage large and critical key client relationships along with the Affluent team. They also focusses on NOA to ensure regular and quality increase in their segment of Affluent clients and ensures upskilling for the entire Affluent team in their circles.Key ResponsibilitiesStakeholder Management and Leadership.Lead, mentor, and manage a team of investment specialists and senior private bankers..Set performance goals and conduct regular performance reviews with team..Conduct investment trainings, workshops, and client presentations to enhance team capabilities.Drive AUM growth.Identify and pursue new business opportunities to expand the client base through NTB acquisition..To deepen the relationship with clients to garner fresh AUMs from competition.

Revenue delivery
.Ensure the achievement of revenue plan with right product mix..Recommend appropriate investment products, including equities, fixed income, mutual funds, and alternative investments.Investment penetration.Ensure the development and maintenance of long-term relationships with clients, understanding their financial goals and risk tolerance and coverage on the client base..Collaborate with the sales team to develop and execute strategies for client acquisition and retention.Sales Quality & Compliance.Ensure team adherence to regulatory requirements and internal policies..Manage investment risks by conducting thorough due diligence and maintaining diversified portfolios..Provide regular reports and updates to senior management on the business metrics.

QualificationsOptimal qualification for success on the job is:.Graduation/Post-Graduation from a recognized institute.one or more of the following: MBA, CA, CFA, CFP.Overall experience of up to 10+ years in financial markets including debt, equity, mutual fund AMCs, etc. or in asset allocation and investment management of HNI customers

Role Proficiencies:
For successful execution of the job, a candidate should possess the following:.Knowledge on financial markets including debt, equity, mutual fund AMCs, etc. or in asset allocation and investment management of HNI customers..Good understanding of the various investment products including mutual funds, bonds, money market instruments, equity, alternate products, etc.Understanding of quantitative asset allocation methodologies..Ability to develop view on risk associated with different product investments..Capability to satisfactorily engage with the client to analyze risk appetite and investment goals..Ability to work with experienced team..Ability to understand, synthesize and communicate insights from central Investment advisory / research team to RMs.