The primary responsibility of this role is to engage with existing clients to promote the bank's investment offerings. This includes assisting clients in completing their investment transactions through the bank's digital platforms.
A key aspect of the position is to develop strategies that drive user adoption and engagement with the bank's investment products. This involves understanding client needs and behavior to effectively encourage greater use of these offerings.
The role is accountable for achieving KPIs related to investment penetration, growth in assets under management (AUM) and increasing the bank's investment revenues through proactive client engagement and targeted strategies.
Collaborate with internal stakeholders to create campaigns, educational content, and tools aimed at promoting awareness of investment products among clients.