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10 Yes Bank Jobs

Investment Specialist

7-12 years

Hyderabad / Secunderabad, Delhi/Ncr

1 vacancy

Investment Specialist

Yes Bank

posted 4d 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

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What people at Yes Bank are saying

Investment Specialist salary at Yes Bank

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

Job Training
Health Insurance
Soft Skill Training
Work From Home
Cafeteria
Team Outings +6 more
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Yes Bank Mumbai Office Location

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Mumbai Office
Headquarter
YES BANK, Nehru Center, 9th floor, Discovery of India, Dr. A.b. Road, Worli Mumbai
Maharashtra 400018

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