AVP/DVP - Wealth Management - Investment Portfolio - AMFI/NISM Certified

Grade : AVP/DVP

Location : Chennai

Education : MBA / Post Graduate Degree in Financial discipline

AMFI / NISM certified

Experience : 8 years + with extensive exposure to handling Investment Portfolio for a region

Key Skills : Strong technical understanding of capital markets

- Ability to manage and motivate various channels to contribute and overachieve targets

- Strategize / plan focus areas for the months /quarter given market circumstances

- Meet HNI investors along with preferred team to provide technical inputs

- Revenue focus and orientation

Key Roles :

- Achievement of revenue goals through Investment Product sales

- Ensuring growth of AUM's are per objective set

- Strategy formulation and implementation along with various branches and Preferred segment

- Work with fund houses and central support team on product structuring and positioning

- Work with teams so that all channels deliver desired productivity

- Ensuring adherence to Compliance processes and guidelines

- Work closely with RM team to acquire new relationships for the bank

- Activate Branches on retail investments

- Portfolio construction and review for clients at a desired frequency

- Engage top 10% clients directly

- Joint client meeting with RM team