Wealth Specialist - Sales - Bank (8-17 Yrs) Vadodara/Baroda/Ranchi/Nagpur/Ludhiana/Cochin/Kochi/Jodhpur/Dehradun/Amritsar/Coimbatore/Chandigarh/ (BFSI Sales)

Job Summary:- Drive the Investments business through the segment/channel teams.- Constantly update the segment/channels on the markets and our house views.- Optimally use the sales model and maximize sales and AUMs from the allocated territories.- Coach the RMs on the various investment products and processes.- Build the Investment Services (IS) business so as to achieve leadership position in the region.- Periodic review of product performance availed of by the customers through us.- Suggest innovative products and product bundles to the product team based on market/customer- Provide inputs to customers/RM s on products / transactions- Build and deepen relationships with internal stakeholders.- Ensure acceptance among all stakeholders.- Integrate into the Premium Segment set up in the allocated branches.- Ensure customers and the various Segments view IS as a value proposition.- Manage product providers at a local level.- Maximize AUM.- Product Proposition- Suggest innovative products and product bundles to the product team based on market/customerEthical 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. (ref:updazz.com)

Payroll Type : Permanent