Investment Specialist - Bank

About:

- 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

- 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

- 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.