Job Description
Locations: Delhi NCR, Mumbai, Chennai, Hyderabad, Punjab & Tricity, Rajasthan
About the role
As a Product Specialist, you will be responsible for the execution of a range of financial investment products including equities, structured products, fixed income instruments, etc.
You will closely work with our Relationship Managers to suggest holistic investment solution to meet client’s investment objectives.
Key Responsibilities:
• Understand Client’s Risk and Return Profile, Identify Investment Opportunities, provide suitable solutions and ensure periodic Investment Portfolio review.
• Keep abreast with developments in global markets, Investment Products and Opportunities.
• Liaise with central research/ advisory/ product teams and business verticals for identifying opportunities to cater to clients’ requirements.
• Assist RM in investment-led client acquisition and take the initiative in coordinating with clients to address his Investment –related queries/ needs.
• Actively engage with clients and RMs to ensure continuous trend growth of MF AUM through fresh Investments and transfer of ARN.
• Share with clients or prospective clients the house-views of our Bank on various Asset Classes and explain the rationale.
• Competition Mapping and augmenting new Product Development in conjunction with other teams.
• Showcase Investment products to clients which may be of interest to them or which are on the Approved list.
• Explaining key risks and other features of products in which the client wishes to invest and updating the client on the same as a critical post- sales/ closure activity.
• Ensure that all Investments are executed in keeping with the current Risk-Profile of the client and also update the same from time to time.
• Assist the clients in aligning his Investment Portfolio as per his needs and risk-appetite.
• Help in achieving the optimal risk-adjusted returns for their portfolio by guiding the client with the Tactical and Strategic Asset Allocation decisions.
Key Qualifications & Requirements:
• Educational Qualification: Graduate / MBA with +-16 years of work experience. NISM / AMFI & IRDA Certified.
• Excellent Communication: Strong communication (both oral and written) skills
About the role
As a Product Specialist, you will be responsible for the execution of a range of financial investment products including equities, structured products, fixed income instruments, etc.
You will closely work with our Relationship Managers to suggest holistic investment solution to meet client’s investment objectives.
Key Responsibilities:
• Understand Client’s Risk and Return Profile, Identify Investment Opportunities, provide suitable solutions and ensure periodic Investment Portfolio review.
• Keep abreast with developments in global markets, Investment Products and Opportunities.
• Liaise with central research/ advisory/ product teams and business verticals for identifying opportunities to cater to clients’ requirements.
• Assist RM in investment-led client acquisition and take the initiative in coordinating with clients to address his Investment –related queries/ needs.
• Actively engage with clients and RMs to ensure continuous trend growth of MF AUM through fresh Investments and transfer of ARN.
• Share with clients or prospective clients the house-views of our Bank on various Asset Classes and explain the rationale.
• Competition Mapping and augmenting new Product Development in conjunction with other teams.
• Showcase Investment products to clients which may be of interest to them or which are on the Approved list.
• Explaining key risks and other features of products in which the client wishes to invest and updating the client on the same as a critical post- sales/ closure activity.
• Ensure that all Investments are executed in keeping with the current Risk-Profile of the client and also update the same from time to time.
• Assist the clients in aligning his Investment Portfolio as per his needs and risk-appetite.
• Help in achieving the optimal risk-adjusted returns for their portfolio by guiding the client with the Tactical and Strategic Asset Allocation decisions.
Key Qualifications & Requirements:
• Educational Qualification: Graduate / MBA with +-16 years of work experience. NISM / AMFI & IRDA Certified.
• Excellent Communication: Strong communication (both oral and written) skills
💡 Quick Summary
Seeking a career-building opportunity? The Product Specialist | Wealth Trade| Retail Banking Group position is now open for candidates interested in the Bank Jobs sector. This role in New Delhi 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.
