Investment Specialist - Branch Banking
Investment Specialist - Branch Banking
Posted on :
22-01-2025
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1 Vacancy
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Job Description
Job Role
- Ownership of the Investments target of the Branch Banking channel mapped to Increase the Mutual Fund AUM for the mapped Area
- Penetration of client base for creating new investors in MF / investments from existing client base
- Increase in (investments products) productivity of Phone Banking officers
- Acquisitions (NTB) attributed to presence of IC i.e NTB opened by officers on the back of investments due to the presence of the IC
- Other Key areas to be done periodically
- Officers training
- Driving business /coordinating with Sr. RCMS /National Head
- Client coverage / joint phone calls
- Portfolio construction and reviews are done periodically by self and team
- Training & Development for new joiners for better performance
- Process adherence
- Dynamic person who can think and implement new strategies for customer acquisition penetration and retention.
Requirements
Job Requirements
- 810 years work experience in NBFC Banks Mutual Fund industry in Wealth management HNI client acquisition
- In depth domain knowledge of Mutual Fund investments in detail PMS Equity MarketCurrent Economy Distribution / Channel management
- Good communication and presentation skills Good interpersonal skills
- Ability to work with other people well Willing to travel.
- Proactiveness to know things and drive business and people.
Eligibility
- Spent twelve months (applicant for same grade role) /eighteen months (applicant for next grade role) in the same division function role.
- Applications can be made for roles in same level or one level above.
- Post graduate preferably MBA CFA CFP will be preferred.
Job Requirements 8-10 years work experience in NBFC, Banks, Mutual Fund industry in Wealth management, HNI client acquisition In depth domain knowledge of Mutual Fund investments in detail, PMS, Equity Market,Current Economy, Distribution / Channel management Good communication and presentation skills, Good interpersonal skills Ability to work with other people well, Willing to travel. Pro-activeness to know things and drive business and people. Eligibility Spent twelve months (applicant for same grade role) /eighteen months (applicant for next grade role) in the same division function role. Applications can be made for roles in same level or one level above. Post graduate, preferably MBA, CFA, CFP will be preferred.
Education
MBA/CFP/CFA with relevant experience
Employment Type
Full Time
Key Skills
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