Investment Specialist

KEY RESPONSIBILITIES/ ACCOUNTABILITIES

Strategic/ Managerial Responsibilities

• Building a focus towards investment X-sell among RM population & Building on Investment penetration of HNI clients
• Moving towards an advisory model on wealth products for HNIs by offering structures across platforms including alternate products

Core Responsibilities

• Ensuring RM activation & focus on investment products. Going on Joint meetings to build volumes along with new to investment penetration of the portfolio
• Ensuring 100%complaince of regulatory matters including EUIN & NISM within timelines
• Training RMs & building knowledge levels through training /workshops/in coordination with partner teams 

People Management or Self-Management Responsibilities 

• Overall building on AUM by growing investment book of the bank and ensuring one stop platform for managing client investments across wealth products/platforms
• Inculcating client risk profiling before reviewing client portfolios & making recommendations and ensuring portfolio rebalancing basis needs of client

Risk and Internal Control Responsibilities

• 100% of certification to be driven