Regional Investment Manager - Mutual Fund

- Training RMs in branches.

- Driving MF sales.

- Additional responsibility of meeting customers wherever required.

- Relationship management with product providers - MFs.

- Supporting bank staff for AMFI certifications.

- Investment Specialist

- Conducting regular trainings for Relationship Managers and Team leaders on the Products and latest market scenario.

- Helping RMS to attain their revenue & goal sheet parameters on Investment products .

- Advising clients on Financial Planning, Retirement Planning, Protection Planning and Tax Planning.

Create, implement, and continually review a Financial Plan designed to help clients pursue their long term & short term goals.

- After the Implementation of Portfolio design, responsible for handling the change management process if there are any new requirements or changes proposed