Wealth Specialist

Job Summary:

- Drive the Investments business through the segment/channel teams.

- Constantly update the segment/channels on the markets and our house views.

- Optimally use the sales model and maximize sales and AUMs from the allocated territories.

- Coach the RMs on the various investment products and processes.

- Build the Investment Services (IS) business so as to achieve leadership position in the region.

- Periodic review of product performance availed of by the customers through us.

- Suggest innovative products and product bundles to the product team based on market/customer

- Provide inputs to customers/RM's on products / transactions

- Build and deepen relationships with internal stakeholders.

- Ensure acceptance among all stakeholders.

- Integrate into the Premium Segment set up in the allocated branches.

- Ensure customers and the various Segments view IS as a value proposition.

- Manage product providers at a local level.

- Maximize AUM.

- Product Proposition

- Suggest innovative products and product bundles to the product team based on market/customer

Ethical Responsibilities:

- Act with integrity and honesty in all dealings with customers and be a good steward of their interests.

- Act with integrity and honesty in fulfilling the responsibilities of the employment and seek to avoid any acts, omissions or business practices that damage the reputation of the organization.

- Attain and actively maintain a level of professional competence appropriate to the responsibilities of a WS and commit to the continued learning and development of others.