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.
