The primary responsibility of this role is to engage with existing clients to promote the bank's investment offerings. This includes assisting clients in completing their investment transactions through the bank's digital platforms.
A key aspect of the position is to develop strategies that drive user adoption and engagement with the bank's investment products. This involves understanding client needs and behavior to effectively encourage greater use of these offerings.
The role is accountable for achieving KPIs related to investment penetration, growth in assets under management (AUM) and increasing the bank's investment revenues through proactive client engagement and targeted strategies.
Collaborate with internal stakeholders to create campaigns, educational content, and tools aimed at promoting awareness of investment products among clients.
Collecting and providing feedback based on customer interactions for continuous improvement. Insights gathered are used to enhance the digital journey and refine the investment offerings available to clients.

Key Result Areas

Achieve the prescribed objectives for Investment Revenues, growth in AUMs and Increase in Investment Penetration Targets.
Ensure that clients requests and requirements are addressed with the utmost transparency, and handle clients objections with the utmost care.
Act as subject matter expert for Investment Offering within the segment
Work with Investment Product Team on driving new product Ideas in the segment
Success of various campaigns targeted towards growth in AUMs or acquiring new to Investment clients

Operating Environment, Framework and Boundaries, Working Relationships

Interacts with Investment Products, Digital Wealth Team, Treasury, Asset Management, FX, and Operations to constantly improve our offering to our clients.
Is aware of market developments, new financial products and can have independent customer discussion on financial products to meet their needs.
Carries out all customer interactions and transaction as per the Mashreq code of conduct.
Well versed with Financial Need Analysis, Risk profiling tool to understand and counsel customers and frontline on investment products and services
Knowledge of global economic scenario and situation of various investment vehicles and financial markets
Strong responsibility for ethical selling to customers with complete disclosure about the products and services.

Knowledge, Skills and Experience

Knowledge of financial markets, products, financial instruments, correlations, portfolio management theory.

5-6 years experience in similar work environment
Thorough knowledge of strategic and tactical asset allocation fundamentals.
Knowledge on risk profiling of clients with reference to choosing the right product for the right investor.
Preferred to have CFA / FRM/ CAIA Charter or pursuing the CFA/FRM/CAIA Program.
Minimum Bachelor's Degree from a reputed institution.

Manager-Investment Specialist NEO.Mashreq Plus