Investment Specialist

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 productsEnsuring RM activation & focus on investment products. Going on Joint meetings to build volumes along with new to investment penetration of the portfolioEnsuring 100%complaince of regulatory matters including EUIN & NISM within timelinesTraining RMs & building knowledge levels through training /workshops/in coordination with partner teamsOverall building on AUM by growing investment book of the bank and ensuring one stop platform for managing client investments across wealth products/platformsInculcating client risk profiling before reviewing client portfolios & making recommendations and ensuring portfolio rebalancing basis needs of client100% of certification to be driven