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103 Yes Bank Jobs

Investment Specialist

7-12 years

Hyderabad / Secunderabad, Delhi/Ncr

1 vacancy

Investment Specialist

Yes Bank

posted 10hr ago

Job Role Insights

Fixed timing

Key skills for the job

Job Description


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 


Employment Type: Full Time, Permanent

Read full job description

Prepare for Investment Specialist roles with real interview advice

Top Yes Bank Investment Specialist Interview Questions

Q1. What is Trade and how many types of Bank Gurantee exist?
Q2. How much customers can you bring from previous organisation
Q3. How much new Account can you source every month on month
View all 142 questions

What people at Yes Bank are saying

Investment Specialist salary at Yes Bank

reported by 5 employees with 8-18 years exp.
₹17.6 L/yr - ₹25 L/yr
58% more than the average Investment Specialist Salary in India
View more details

What Yes Bank employees are saying about work life

based on 7.7k employees
56%
40%
50%
99%
Strict timing
Monday to Saturday
Within city
Day Shift
View more insights

Yes Bank Benefits

Job Training
Health Insurance
Soft Skill Training
Work From Home
Cafeteria
Team Outings +6 more
View more benefits

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Yes Bank New Delhi Office Location

View all
New Delhi Office
Yes Bank, 60/11 Main Market Old Rajinder Nagar New Delhi
Delhi 110060

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