Regional Wealth Manager - Chandigarh,Jaipur @ Indusind Bank

Job Description

• Building a focus towards investment X-sell among RM population & Building on Investment penetration of HNI clients.
• Moving towards an advisory model on wealth products for HNIs by offering structures across platforms including alternate products.
• Ensuring RM activation & focus on investment products. Going on Joint meetings to build volumes along with new to investment penetration of the portfolio.
• Ensuring 100%complaince of regulatory matters including EUIN & NISM within timelines.
• Training RMs & building knowledge levels through training /workshops/in coordination with partner. Teams.
• 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 Qualifications.

Requirement :

IRDA & AMFI is Mandatory.

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