Wealth Specialist - Sales - Bank (8-15 Yrs) Delhi NCR/Kolkata/Chandigarh/Jaipur/Amritsar/Bhubaneshwar/Dehradun/Guwahati/Jalandhar/Jodhpur/Luckno (BFSI Sales)

A. Investment & Portfolio Management- Review and analyze clients existing portfolios to ensure alignment with risk profile, investment horizon, and changing market conditions- Support branch teams in conducting structured portfolio reviews and investment discussions with clients.- Recommend portfolio rebalancing and tactical investment actions in line with market outlook and approved bank investment frameworks- Drive sustainable AUM growth through structured advisory, portfolio activation, and deepening of existing client relationships.- Support cross-sell and up-sell of approved wealth and investment products, ensuring suitability and long-term value creation.- Identify dormant or under-invested client portfolios and work with RMs to improve engagement and investment penetration.- Contribute to revenue growth while maintaining strong advisory quality metrics.B. RM & Branch Enablement- Partner closely with branch and PBG RMs, VRMs, and branch teams to strengthen investment conversations and client engagement.- Support RMs in client acquisition, relationship deepening, and wallet share enhancement through robust investment solutioning.- Participate in joint client meetings, investment clinics, and branch-level initiatives to drive wealth business outcomes.Act as the primary investment support for the frontline teams within allocated geography/portfolio.C. Product & Market Expertise- Maintain deep understanding of Banks wealth product suite including mutual funds, LAS, PMS, AIFs, fixed income, insurance, and alternates (as applicable).- Stay updated on market trends, economic indicators, regulatory developments, and internal investment views.- Translate investment research and market insights into actionable client-level recommendations.D. Compliance, Quality & Governance- Ensure strict adherence to regulatory guidelines, internal policies, and ethical advisory standards.- Maintain high levels of process hygiene, documentation accuracy, and audit readiness.- Support resolution of compliance observations and proactively mitigate advisory and operational risks.- Embed a customer-first, transparent, and suitability-driven advisory approach always.E. Customer Experience & Relationship Management- Enhance overall client experience by enabling informed, timely, and consistent investment engagement.- Support resolution of client queries related to portfolio performance, products, and investment execution.- Work with RMs to strengthen client retention and long-term trust.F. MIS & Performance Discipline- Maintain accurate records of client interactions, portfolio reviews, and investment recommendations.- Track and monitor key business parameters such as AUM movement, product mix, and advisory quality metrics.- Support management reporting and review forums. (ref:updazz.com)

Payroll Type : Permanent