Wealth Specialist - Investment Services Business - Bank

DIVERSITY ROLE :- REQUIRED ONLY FEMALE CANIDIDATES

JOB ROLE:

1. To lead, grow, develop and manage the Investment Services business in the allocated territory.

2. The WS will be responsible for driving the Investment Services business through the Various Segment of the Bank where customer relationships are managed by Relationship Managers.

3. The Role of the WS will be a product specialist engaged in offering detailed information on various third party investment products distributed./ referred by the Bank.

KEY RESPONSIBILITIES :

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.

STRATEGY :

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

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

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

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

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

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

- Build and deepen relationships with internal stakeholders.

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

- Manage product providers at a local level.

DISTRIBUTION MANAGEMENT :

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

PRODUCT PROPOSITION :

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

BOTTOM LINE FOCUS :

- Maximize business performance opportunity.

- Maximize AUM.

SALES AND OPERATIONAL PROCESSES :

- Ensure the stringent adherence to sales and operational processes

PEOPLE MANAGEMENT :

- Ensure acceptance among all stakeholders.

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

KNOWLEDGE/SKILLS/EXPERIENCE :

- Proven track record in distribution/ referral of mutual funds and complex investment products.

- Good understanding of the dynamics of the financial services market, financial markets and specialist knowledge of investment products like mutual funds, portfolio management services, structured products, and alternate investment products like private equity funds, real estate funds etc.