Investment Specialist

Job Role:Ownership of the Investments target of the Branch Banking channel mapped to Increase the Mutual Fund AUM for the mapped AreaPenetration of client base for creating new investors in MF / investments from existing client baseIncrease in (investments products) productivity of Phone Banking officersAcquisitions (NTB) attributed to presence of IC i.e NTB opened by officers on the back of investments due to the presence of the ICOther Key areas to be done periodicallyOfficers trainingDriving business /coordinating with Sr. RCMS /National HeadClient coverage / joint phone callsPortfolio construction and reviews are done periodically by self and teamTraining & Development for new joiners for better performanceProcess adherenceDynamic person who can think and implement new strategies for customer acquisition, penetration and retention.Job Requirements:8-10 years’ work experience in NBFC, Banks, Mutual Fund industryIn depth domain knowledge ofMutual Fund investments in detail, PMSEquity Market. Current EconomyDistribution / Channel managementGood communication and presentation skills, Good interpersonal skillsAbility to work with other people well, willing to travel.Pro-activeness to know things and drive business and people.