Investment Specialist

Description :

- (1)Propose :

- Enabler for sales who can narrate markets, portfolio and funds

- Customize narratives across hierarchy of clients both B2B and B2C

- Can curate narratives basis layered risk appetite across asset class.

- Generate market share with responsibility across hierarchy: > INR 200 crore Industry AUM + < 1% SBI FML Market Share

- (2)Identity :

- Conversationalist with a core skill of communication and ability to visualize.

- Regional wealth or IFA personnel identified to have faced multiple AMCs

- > 8 years of work experience in Tier II regions, > 10 years in Tier 1 regions

- Should have covered at least 2 channels (Wealth, IFA, ND, Institutional/ Direct)

- (3) Indicative profile:

- Identifies regional sales personnel as B2B client and end customer as B2C client

- Work with regional sales team on inputs on respective markets, risk appetite & potential

- Product team to handhold narratives basis regional terrain.

- Can navigate solutions basis a portfolio approach blending a discussions on markets, businesses and liquidity.

- (4)Identifiable Success:

- Ability to create mind share for brand, views, portfolios and funds.

- Ability to curate, align and narrate - ideation, implementation and execution of views seamlessly.

- Securing B2B relationships for more mindshare with SBIFML Wealth, IFA, ND, Institutional channel.

- Extent & ability to enhance market share for those client channels / verticals identified with <1% of industry AUM with SBI FML.