Investment Specialist

7 days ago

Noida India YES BANK Full time

Job Description - 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 client - 100% of certification to be driven

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    2 weeks ago

    India GenesisCipher Labs Full time

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