Manager - Investment Specialist - Wealth Branch - Mutual Fund

We have multiple job opportunities at different grades in Mumbai.

Mentioned below is the JD :

Job Title : Investment Specialist at Manager Level

Location: Mumbai

Educational Qualification: CA/CMA/MBA/PGDM/Master in Finance

Job Description :

Role :

- The role involves advising clients on products and services available, ensuring they are aware of and understand those that best meet their needs, and then securing a sale.

- The objective of this job is to increase overall financial revenue being generated from the set of HNI accounts mapped with asset and liability targets by means of : Making recommendations to clients on ways to best utilise their money.

- Building a healthy AUM Investments. Generate fee revenue through third -party investments. Seamless and superior service delivery. Compliance with key regulatory and bank level requirements. Wealth Management Services main focus on Mutual Fund to HNI clients in the assigned region.

Primary Responsibilities :

1. Providing coverage to the WMs/RMs mapped to him and the corresponding clients mapped to the WMs/RMs.

2. Contacting clients and setting up meetings.

3. Conducting in -depth reviews of clients financial circumstances, current provision and future aims.

4. Analysing information and preparing plans best suited to individual clients requirements.

5. Designing financial strategies.

6. Providing clients with information on new and existing products and services.

7. Assisting clients to make informed decisions.

8. Researching information from various sources.

9. Promoting and selling investment products to meet given sales targets, will share revenue target with the WMs/RMs.

10. Keeping up to date with financial products and legislation.

11. Resolution of queries of all mapped clients within TAT specified.

12. Ensure compliance through regular process checks and self -audit scores.

Kindly share your updated resume with following details:

1) Current Organisation -

2) Current Designation and Role -

3) Total Experience -

4) Relevant Experience -

5) Qualification -

6) Current Salary (Kindly mention Fixed+Variable) -

7) Expected Salary -

8) HR Grade -

9) Present Location -

10) Notice Period -

11) Reason for Change -

12) Experience in Mutual Fund/ Wealth Management/ Investment Advisory/ Any Relevant Exp ( (Kindly mention the relevant experience in details in the concerned fields if any)