Wealth Specialist- BANK
- 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
- Joint coverage of top clients for wealth solutions cross sell and create positive impact on customer experience
- Establish and maintain partnership with senior business teams in the channel
- Regularly participate in team meetings/huddle to drive/update relevant information
- Create a conducive environment of higher productivity and collaborate with local teams of designated AMCs for approved business development activities
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