Investment Specialist - Bank

Investment Specialist

1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms.

2) Achievement of assigned Cluster's Revenue Targets , Managed Equity Brokerage and Cross Selling Targets of Investment viz Mutual Funds, PMS, AIF, Loan products, Corporate FDs.

3) Disemmination of product recommendations messages to allocated client using compliant messaging systems.

4) Effective handling of client queries thus ensuring efficient client enagagement.

5) Application of technicals analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades.

6) Dissemminating Fundamental research recommendations to meet investing requirements of allocated clients.

7) Efficient management of allocated book and achievement of the targetted revenues from this allocated book with a constant endeavour to grow the book over the time.

8) Constant efforts on direct databases for activation / reactivation / retention of clients.

9) To ensure the desired NPS score is achieved.