Investment Specialist

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.