Job Description
What you’ll do
Job Responsibilities :
Financial and Non Financial Responsibilities :
- Ensure growth of Wealth product volumes, Revenue, product penetration
- Ensure NISM certification/EUIN of all mapped team members and new joiners and timely renewal of the same
- Impart effective training on new/existing product/processes on wealth products and keep the record of attendance for audit/regulatory purpose
- Ensure effective delivery of solutions and insights to KAM RMs
- Ensure implementation of wealth sales process and the investment profile suitability of clients to the products purchased.
- Regularly provide feedback from assigned team and clients to central product team for continuous improvement
- Ensure timely dissemination of relevant product material viz fund fact sheet, change in process etc. amongst mapped RMs
Job Responsibilities :
Financial and Non Financial Responsibilities :
- Ensure growth of Wealth product volumes, Revenue, product penetration
- Ensure NISM certification/EUIN of all mapped team members and new joiners and timely renewal of the same
- Impart effective training on new/existing product/processes on wealth products and keep the record of attendance for audit/regulatory purpose
- Ensure effective delivery of solutions and insights to KAM RMs
- Ensure implementation of wealth sales process and the investment profile suitability of clients to the products purchased.
- Regularly provide feedback from assigned team and clients to central product team for continuous improvement
- Ensure timely dissemination of relevant product material viz fund fact sheet, change in process etc. amongst mapped RMs
💡 Quick Summary
Seeking a career-building opportunity? The Key Account Manager position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai 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.
