- 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 segmment

- 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

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.