National Head - Investment Services

Key Roles :

Achievement of revenue goals through Investment Product sales Team & Branches

- Ensuring growth of AUM's are per objective set

- Strategy formulation and implementation along with various branches and egments

- Work with fund houses and central support team on product structuring and positioning

- Work with teams so that all channels deliver desired productivity

- Ensuring adherence to Compliance processes and guidelines

- Work closely with RM team to acquire new relationships for the bank

- Portfolio construction and review for clients at a desired frequency

- Key Skills

Strong technical understanding of capital markets

- Ability to manage and motivate various channels to contribute and overachieve targets

- Strategize / plan focus areas for the months /quarter given market circumstances

- Meet HNI investors along with team to provide technical inputs

- Revenue focus and orientation