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Yes Bank
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Investment Specialist- Bangalore

Investment Specialist- Bangalore

Yes Bank

7 - 12 years

7 - 11 Lacs

Hyderabad Bengaluru

Posted:2 months ago| Platform:

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Skills Required

Investment Specialist Private Banking Ultra Hni PMS wealth concellor Investment Advisory Family Office Aif

Work Mode

Work from Office

Job Type

Full Time

Job Description

KEY RESPONSIBILITIES/ ACCOUNTABILITIES Strategic/ Managerial Responsibilities 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 Core Responsibilities 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 People Management or Self-Management Responsibilities 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 Risk and Internal Control Responsibilities 100% of certification to be driven

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Investment Specialist- Bangalore