Wealth Product Specialist Job Role & Responsibilities: - Understand client risk and return profile, identify investment opportunities, provide suitable solutions and ensure periodic investment portfolio review. - Keep abreast with developments in global markets, investment products and opportunities - Liaise with central research / advisory / product teams / business divisions for identifying opportunities to cater to clients requirements. - Act as an RM in circumstances where the RM is unable attend to the clients. Assist RM in acquiring clients. - Share with the client or prospective client house views on various asset classes;and explain the rationale. - Competition mapping and augmenting new product development. Showcase investment products to clients which may be of interest for them or which are on the approved list; - Explaining key risks and other features of products in which the client wishes to invest and updating the client on the same post sales - Assist the client in aligning his investments as per his needs and risk appetite in line with dynamic asset allocation.

Chandigarh

Cochin/Kochi

Delhi NCR

Jalandhar

Kerala

Punjab

ICICI Bank - Product Specialist - Wealth Management 

ICICI Bank - Product Specialist - Wealth Management  ,Job Description for ICICI Bank - Product Specialist - Wealth Management  in ICICI Bank in  Chandigarh Cochin/Kochi Delhi NCR Jalandhar Kerala Punjab for (3-7) years of experience. Apply Now!

Job Description for ICICI Bank - Product Specialist - Wealth Management  in ICICI Bank in  Chandigarh Cochin/Kochi Delhi NCR Jalandhar Kerala Punjab for (3-7) years of experience. Apply Now!