Wealth Specialist Grade Level - Sr Manager/AVP/DVP Vertical - Wealth Location KAM Locations Business Unit Department Organizational Relationships Position Reporting to Regional manager - Key Accounts / National Channels Manager Qualification - MBA/CFA desirable Relevant Experience - 12+ years of relevant experience Functional Competencies - Business Acumen & strategic thinking - Updated knowledge on wealth products and sophisticated wealth solutions - Sound understanding of wealth requirements of HNI segments Behavioral Competencies - Demonstrates Entrepreneurial drive - Personal Credibility Job Responsibilities Financial and Non Financial Responsibilities - Ensure growth of Wealth product volumes, Revenue, product penetration - Ensure NISM certification/EUIN of all mapped team members and new joiners and timely renewal of the same - Impart effective training on new/existing product/processes on wealth products and keep the record of attendance for audit/regulatory purpose - Ensure effective delivery of solutions and insights to KAM RMs - Ensure implementation of wealth sales process and the investment profile suitability of clients to the products purchased. - Regularly provide feedback from assigned team and clients to central product team for continuous improvement - Ensure timely dissemination of relevant product material viz fund fact sheet, change in process etc amongst mapped RMs - Track the input activities of team members through data analytics and align the sales activities (with the help leadership team) to the desired investment business objective - Always ensure customer-centricity, adherence to fair sales practices and compliance to internal and regulatory guidelines - Actively participate in client meetings on a daily basis to ensure desired level of wealth penetration in the segment - Integrate investment sales opportunities in existing Customer Life Cycle for effective outcome. - Ensure relevant complaints are resolved within approved TAT through coordination with central investment product team/Operation team

Mumbai

Delhi

Senior Manager/AVP/DVP - Wealth Specialist 

Job Description for Senior Manager/AVP/DVP - Wealth Specialist  in Tenheads Consultants in  Mumbai Delhi for (6-13) years of experience. Apply Now!