Investment Specialist

3 days ago

Gurgaon, Haryana, India YES BANK Full time ₹ 12,00,000 - ₹ 36,00,000 per year
  • 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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