Investment Manager - Privilege Banker

Details about Investment Manager Privilege Bankers:

Role:

- Key resource responsible to Train & Develop Privilege Bankers- in Investment products

- Developing sales process by ensuring customer & risk profiling, portfolio building through asset allocation model and regular portfolio monitoring

- Responsible for business volumes & revenue generation from investment products in Privilege Banking segment

- Responsible for activation & productivity of team members across investment products

Details :

- Educate, Train and Develop privilege bankers in Investment Products

- Train Privilege bankers in Investment terminology, taxation, market updates, regulations & Financial concepts

- Lead in Joint calls and own closure of business

- Responsible to grow New to Investment customers base

- Activation and Productivity of Privilege bankers across Investment products

- Generation of revenue through investment products

- Lead, Demonstrate & Ensure Profiling & Asset allocation

- Portfolio building of investors basis asset allocation model

- Regular & Timely review of Investors- portfolio

- Market & Event updates to Investors & Privilege bankers