Lead – Investments – TPP

3 months ago


Bengaluru, India Ujjivan Small Finance Bank Full time
ROLE PURPOSE & OBJECTIVEManaging the Investment Portfolio along with Partners and stakeholdersExploring the new business opportunities in Investment sectorFormulate strategies to achieve higher income from Investment BusinessFormulating the product strategies basis customer segmentationManaging the regulatory framework of the product

KEY DUTIES & RESPONSIBILITIES OF THE ROLEFinancial / Business

Formulate product and process plan for Investments – Mutual Funds, APY, PFRDA, DEMATImplement products based on the customer needEvaluate Investments Partnerships and manage price negotiations efficientlyFocus on maximizing banks revenue through:Maintaining Optimal Product MixIdentifying cross sell opportunity across bank verticalsDesign easy to sell productManaging customer retention

Business AnalysisTrack business portfolio’s quality through product control activitiesEnsure that the product mix is maintained through regular business analysisAnalyze the industry data to benchmark against the industry standard in terms of business productivityFocus on customer penetration through various channels

Business Co-ordinationWork along with Business Heads, Investments Partners and various other stakeholders to design the strategy for achieving business productivity and revenueWork along with the Investments Partner to launch the right productsWork along with control functions to ensure regulatory aspects have been complied

Relationship ManagementEvaluate products offered by different partners for their suitability for bank customersNegotiate pricing for the products offered and product finalizationSetup process for portfolio management

Internal Processes

Process Implementation - Work on process automation and digitalization of product distributionImplement all product control activitiesStrategize along with Investments Partners & Internal functions for business growthManage all Regulatory, Audit and compliance related activities

Learning & Performance

Updated on ever changing industry for third party productsAcquire certifications & training required to develop technical knowledge

Educational : Graduate / Post Graduate with good experience in Investments or Investment IndustryExperience : Minimum 10 years of experience in Investments domain

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