Job Description
Key Responsibilities
Strategy
• Build the Investment Services (IS) business so as to achieve 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.
Business
BOTTOM LINE FOCUS
• Maximize business performance opportunity.
• Maximize AUM.
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
Processes
SALES AND OPERATIONAL PROCESSES
• Ensure the stringent adherence to sales and operational processes
People & Talent
People Management
• Ensure acceptance among all stakeholders.
• Integrate into the Premium Segment set up in the allocated branches.
Risk Management
ETHICAL RESONSIBILITIES
• 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.
Key stakeholders
• Branch Managers
• Relationship Managers
• Clients
• Cluster Heads - WRB
Skills And Experience
• Product Knowledge
• Comm Skills
• Relationship Management
Strategy
• Build the Investment Services (IS) business so as to achieve 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.
Business
BOTTOM LINE FOCUS
• Maximize business performance opportunity.
• Maximize AUM.
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
Processes
SALES AND OPERATIONAL PROCESSES
• Ensure the stringent adherence to sales and operational processes
People & Talent
People Management
• Ensure acceptance among all stakeholders.
• Integrate into the Premium Segment set up in the allocated branches.
Risk Management
ETHICAL RESONSIBILITIES
• 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.
Key stakeholders
• Branch Managers
• Relationship Managers
• Clients
• Cluster Heads - WRB
Skills And Experience
• Product Knowledge
• Comm Skills
• Relationship Management
💡 Quick Summary
Seeking a career-building opportunity? The Associate Director & Wealth Specialist position is now open for candidates interested in the Bank Jobs sector. This role in North Delhi offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
