SM/AVP - Wealth Specialist

Position: Wealth Specialist

Grade: SM/AVP

Functional Role: Wealth Specialist

Qualification:   MBA/CFA desirable

Vertical : Wealth

Department : Sales

Relevant Experience:   8 to 10 + years of relevant experience of handling wealth business development/ supporting distribution

Functional Competencies: Mandatory knowledge on distribution of wealth products including equity broking and regulatory requirements

Behavioral Competencies: Demonstrates Entrepreneurial drive. Strong interpersonal relationship management skill

Job Responsibilities:                                

Financial & Non-Financial Responsibilities:

1.        Ensure growth of Wealth product volumes, Revenue, product penetration

2.        Ensure NISM certification/EUIN of all mapped team members and new joiners and timely renewal of the same

3.        Ensure effective delivery of solutions and insights to KAM RMs

4.        Ensure implementation of wealth sales process and the investment profile suitability of clients to the products purchased.

5.        Ensure timely dissemination of relevant product material viz fund fact sheet, change in process etc amongst mapped RMs

6.        Ensure timely dissemination of relevant product material viz fund fact sheet, change in process etc amongst mapped RMs

7.        Actively participate in client meetings daily to ensure desired level of wealth penetration in the segment

8.        Ensure timely dissemination of relevant product material viz fund fact sheet, change in process etc amongst RMs/Branches

9.        Ensure relevant complaints are resolved within approved TAT through coordination with central investment product team/Operation team

10.    Establish and maintain partnership with senior business teams in the channel

11.    Establish and maintain partnership with senior business teams in the channel

12.    Create a conducive environment of higher productivity and collaborate with local teams of designated AMCs for approved business development activities