DISCLAIMER

Welcome to Hostfile09.jobavasar.com We provide job seekers with information gathered from various publicly available job posting websites, including but not limited to Google, Indeed, LinkedIn, and other well-known job platforms. Our mission is to help individuals find employment opportunities by offering up-to-date job listings and career-related resources. We do not charge any fees for accessing or using our website, and all job information is provided free of charge.

Hostfile09.jobavasar.com does not directly offer, manage, or engage in the hiring process for any of the job listings featured on our website. All listings are sourced from third-party job posting platforms such as Indeed, LinkedIn, and other recognized job websites.

By using our website, you acknowledge and accept the above terms and conditions. Thank you for visiting Hostfile09.jobavasar.com, and we wish you success in your job search.

For any inquiries or to raise a complaint, please contact us at jobpostingcustomercare@gmail.com.

Investment Specialist

November 21, 2025

<ul><li>Building a focus towards investment X-sell among RM population & Building on Investment penetration of HNI clients</li><li> Moving towards an advisory model on wealth products for HNIs by offering structures across platforms including alternate products</li><li>Ensuring RM activation & focus on investment products. Going on Joint meetings to build volumes along with new to investment penetration of the portfolio</li><li>Ensuring 100%complaince of regulatory matters including EUIN & NISM within timelines</li><li>Training RMs & building knowledge levels through training /workshops/in coordination with partner teams</li><li>Overall building on AUM by growing investment book of the bank and ensuring one stop platform for managing client investments across wealth products/platforms</li><li>Inculcating client risk profiling before reviewing client portfolios & making recommendations and ensuring portfolio rebalancing basis needs of client</li><li>100% of certification to be driven</li></ul>

Back to blog