Urgent Search: Investment Specialist

2 days ago

Delhi Delhi NCR, India Yes Bank Limited Full time

Job Description Job Description - Investment Specialist Grade- AVP Location- Delhi KEY RESPONSIBILITIES/ ACCOUNTABILITIES Strategic/Managerial Responsibilities - Building a focus towards investment cross-sell among RM population and increasing investment penetration for HNI clients. - Transitioning towards an advisory model on wealth products for HNIs by offering structures across platforms, including alternate products. Core Responsibilities - Ensuring RM activation and focus on investment products by conducting joint meetings to boost volumes and increase new investment penetration within the portfolio. - Ensuring 100% compliance with regulatory matters, including EUIN and NISM certifications within defined timelines. - Training RMs and enhancing their knowledge through workshops and collaboration with partner teams. People Management or Self-Management Responsibilities - Driving AUM growth by expanding the investment book of the bank and offering a one-stop platform for managing client investments across wealth products and platforms. - Conducting client risk profiling before reviewing client portfolios and making recommendations, along with ensuring portfolio rebalancing based on client needs. Risk and Internal Control Responsibilities - Achieving 100% certification compliance and driving adherence to internal risk control measures.

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    Delhi, India GenesisCipher Labs Full time

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  • Investment specialist

    1 week ago

    Delhi, India GenesisCipher Labs Full time

    Company DescriptionGenesis Cipher Labs is a Fin Tech infrastructure startup focused on building secure blockchain protocols. These protocols include stablecoins, oracles, and payment systems, all aimed at making finance transparent, decentralized, and accessible.Role DescriptionThis is a contract remote role for an Investment Specialist. The Investment...

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    2 weeks ago

    New Delhi, India GenesisCipher Labs Full time

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    3 weeks ago

    Delhi, India NORTHENTIC e-Store agency Full time

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    1 week ago

    Chandigarh, Delhi, NCR, India JOBSNAVIGATOR Full time ₹ 1,04,000 - ₹ 1,30,878 per year

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    New Delhi, India vidaXL Full time

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