Investment Specialist

Locus Enterprises

Stock Market Trading Asset & Wealth Management

92+ Applicants

Posted: 1 month ago

5-13 years

Delhi NCR,Delhi

work from office

Posted: 1 month ago

Applicants: 92+

Job Description

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Job Description

Investment Specialist:
Roles and Responsibilities:

- Ensuring RM activation & focus on investment products. Going on Joint meetings to build volumes along with new to investment penetration of the portfolio
- Training RMs & building knowledge levels through training/workshops/in coordination with partner teams

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- Ensuring 100% compliance of regulatory matters including EUIN & NISM certification within timelines
- 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

Skills

Investment BankingBanking

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About Company

With the increase in business complexities, and a converging dynamic environment, corporations require talent that can continously add value to their organization.

Important dates & deadlines?

Application Deadline

29 Jun 26, 02:34 PM IST

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