Investment Specialist

Job Role

• Ownership of the Investments target of the Affluent channel
• Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category A priority customers
• Sources new bank customers through external individual efforts and acquisition channel
• Ensures high levels of customer service orientation and application of bank policy
• Cross sells bank products to existing set of Customers
• Informs customers of new products or product enhancements to further expand the banking relationship
• Plans and conducts special sales initiatives and events for prospective and existing clients
• Coordinates with other group companies to provide seamless access to other products
• Maintains complete relationship record for assigned customer accounts

Job Requirements

• 8-10 years’ work experience in NBFC, Banks, Mutual Fund industry
• In depth domain knowledge of Mutual Fund investments in detail, PMS Equity Market. Current Economy Distribution / Channel management
• Good communication and presentation skills, Good interpersonal skills
• Ability to work with other people well, Willing to travel.
• Pro-activeness to know things and drive business and people