Wealth Specialist

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/customer
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.