Job Description
job Role: Investment Products - Lead
Reports To: Product head- Private| Investments |Insurance
Location: Fleet house Andheri East
Job Overview: Will help in Investment products and wealth advisory desk This person shall work as a knowledge center for the RM team for third-party products. Advisory lead shall help RMs with closing business wherever required.
Responsibilities and Duties:
Advisory
PM is responsible for creating portfolio presentations for clients and sharing it with RMs ensuring working within regulatory guidelines.
He/She is responsible for helping RMs with Advising clients
Help RMs create talking / pitching points so that RM can go and speak effectively to clients.
Support them in meetings wherever required.
He/she shall ensure market related training and weekly concalls are conducted to ensure knowledge about markets is up to date for sales.
Product:
The person shall help in due diligence of products
Shortlist of MFs
PMS options
AIF options
Insurance products
Create a product deck with available products on board.
Conduct investment core committee.
he/she shall be responsible to for end-to-end process of the wealth products available on the SBM platform
Person shall co-ordinate with ops team and branch team to identify and close the gaps in process of client onboarding, sales of products, revenue management etc
Person shall Co-ordinate with AMCs and connect them to RMs for their training needs
Person shall also be part of Investment committee who shall approve the products and suitability.
Plan and stratagise in maximising revenue through right mix of products
Reports To: Product head- Private| Investments |Insurance
Location: Fleet house Andheri East
Job Overview: Will help in Investment products and wealth advisory desk This person shall work as a knowledge center for the RM team for third-party products. Advisory lead shall help RMs with closing business wherever required.
Responsibilities and Duties:
Advisory
PM is responsible for creating portfolio presentations for clients and sharing it with RMs ensuring working within regulatory guidelines.
He/She is responsible for helping RMs with Advising clients
Help RMs create talking / pitching points so that RM can go and speak effectively to clients.
Support them in meetings wherever required.
He/she shall ensure market related training and weekly concalls are conducted to ensure knowledge about markets is up to date for sales.
Product:
The person shall help in due diligence of products
Shortlist of MFs
PMS options
AIF options
Insurance products
Create a product deck with available products on board.
Conduct investment core committee.
he/she shall be responsible to for end-to-end process of the wealth products available on the SBM platform
Person shall co-ordinate with ops team and branch team to identify and close the gaps in process of client onboarding, sales of products, revenue management etc
Person shall Co-ordinate with AMCs and connect them to RMs for their training needs
Person shall also be part of Investment committee who shall approve the products and suitability.
Plan and stratagise in maximising revenue through right mix of products
💡 Quick Summary
Seeking a career-building opportunity? The Product and Advisory Specialist position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.