Investment Specialists


  • Company:
    Citibank India
  • Location:
  • Salary:
    negotiable / month
  • Job type:
    Full-Time
  • Posted:
    1 month ago
  • Category:
    Banking

Skill: amfi , credit risk , portfolio analysis , investment products , rms , risk , financial markets , branch banking; Exp: 0-3 years; Investment Specialists – 18063329 Description Deliver the annual plan for investment through the branch banking sales community Support the sales team to sell investment products to the existing base through Portfolio Analysis of existing investment holdings Need analysis and customer risk profile Disseminate information on investment industry, financial markets and competition products and analyze the same for a meaningful sales engagement Drawing up the training roadmap for the individual RM and ensuring successful completion of the investment training certification on regulatory and knowledge, attitude, skills and habits Ensuring the customer engagement by organizing meets and speaking about investment offering to build awareness in those meets Joint sales drills with RMs to facilitate customers buy the right investment product Build the knowledge level of Branch Managers Be the compliance gatekeeper in the region/branch for adherence to regulatory guidelines including and not limited to AMFI, SEBI and RBI guidelines Be extremely vigilant for potential sales complaints Highlight potential financial, regulatory and credit risk to the franchise for investment sales Qualifications MBA Preferred

Risk/Credit/Economic Analyst

Degree: MBA/ PGDM

Experience: 0-3

Function: Finance / Insurance Services