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Specialist - Key Account Management - Wealth Products (3-12 yrs)
Wealth Specialist Kam (IC)
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
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