Investment Specialist

Strategic / Managerial Responsibilities - Driving Investment Products through Relationship Managers of Branches - Assist in investment portfolio asset allocation of customers - Handholding clients & RMs on all investment products MF, AIF, PMS, SIP, Broking, Bonds, SBG, etc - Ensure robustness, scalability & sustainability of investment business in channels to build AUM(Investments & Margin book- Broking ) & SIP book Core responsibilities - Responsible for achieving channels Investment Fee, Sales, AUM, SIP & Broking targets - Key person to handle Investment & brokerage partnerships at regional level - Identifying right investment product for each customer basis his profile - Conduct product training and empower sellers to deepen engagement on investment products - Ensuring Market Update calls are done on regular basis - Client calls along with RM to source investments - Increasing penetration of existing client base to create new investment customers - Increase AUM & SIP book - Portfolio Review, Monitoring, etc - Regular interaction with product providers locally for market updates, feedback, etc - Ensure Licensing requirements are fulfilled & enhance activation & productivity of RMs - Handling & responding to investment queries of RMs & Clients - Responsible for business quality in terms of leakage, drop out, cancellations, SIP persistency, etc Technical Experience - Good understanding of wealth products/ Demat + Trading a/c - Must be NISM-AMFI certified, candidates with PMS certification will be preferred - Good understanding of asset allocation & goal planning - Strong analytical skills, Proficiency with MS Word, Excel, Power point Non-Technical Experience - Team player - Good interpersonal, collaboration and communication skills - Ability to understand customer requirements PREFERRED SKILL SET Educational / Professional - Qualification Post-graduation Preferred / C.A. / CFA - Requirements Strong domain wealth knowledge with understanding of products across asset class with - portfolio & analytical orientation, collaborative and team management skills (ref:updazz.com)