AddressInvestment Specialist_ Banking_ Delhi
- 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
- 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
- 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 clients
