Designation: Investment Specialist

Grade: Deputy Vice President/ Associate Vice President

Location: Ahmedabad

Industry: Banking

Education: Graduate/ MBA

CTC: Up to 20 LPA

Exp. Investment/Wealth Sales (PMS/AIF, MF, Bonds, Insurance, NCD, IPOs) from banks/NBFCs.

Role Summary:

You will be the primary point of contact for our affluent client base, providing exceptional service and building long-lasting relationships. Your role involves understanding client needs, offering personalised financial advice, and delivering cutting-edge solutions. You will collaborate with various teams to ensure a seamless client experience and drive business growth.

Responsibilities:
Develop and execute strategic plans to acquire and retain affluent clients.
Build and maintain solid relationships with clients, understanding their financial goals and objectives.
Offer personalised financial advice and solutions, including investment strategies, wealth management, and banking services.
Collaborate with product specialists and experts to provide comprehensive financial planning.




Stay updated with market trends and industry developments to offer relevant and timely advice.
Conduct regular client meetings, reviews, and portfolio rebalancing.
Ensure compliance with regulatory requirements and internal policies.
Cross-sell and up-sell bank products and services to existing clients.
Identify and refer potential high-net-worth individuals to the bank's private banking division.
Participate in networking events and industry conferences to expand the bank's network.

Qualifications
Bachelor's degree in finance, Business, or a related field.
Minimum 5 years of experience in relationship management of premium HNI clients.
Solid knowledge of investment products, wealth management, and banking services.
Excellent communication and interpersonal skills, with a client-centric approach.
Ability to build trust and rapport with high-net-worth individuals.
Analytical skil

📌 Investment Specialist Ahmedabad
🏢 Skywings Advisors
📍 Ahmedabad