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
Qualifications :
Minimum Qualifications
- Graduate/Post Graduate
- Professional Certifications
- MBA Finance
EXPERIENCE :
Years of Experience : 6-8 years of relevant experience in Banking and into similar role
Nature of Experience : Financial Product Sales
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