Investment Specialist Branch Banking Branch Banking Regional Sales

Year Hyderabad, Telangana, India

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job Role

Ownership of the Investments target of the Region / Area that they are mapped to.
Increase of Mutual Fund AUM for the mapped Region / Area.
Penetration of client base for creating new investors in MF / investments from existing client base
Increase in (investments products) productivity of RMs
Acquisitions (NTB) attributed to presence of IC i.e NTB opened by RMs on the back of investments due to the presence of the IC
Qualitative
- Client meetings / coverage / joint calls
- Portfolio construction and reviews
- Training & Development.

Process adherence Job Requirements

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 Educational Qualifications

Experience Profile 7-8 years\xe2\x80\x99 work experience in NBFC, Banks, Mutual Fund industry
Personality Traits

Smart dresser & presentable

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