Associate Director
Published date: 2024/01/10
- Location: Chandigarh, India
Associate Director & Senior Wealth Specialist-(2200029087) Job :Retail Banking Primary Location :Asia-India-Chandigarh Schedule :Full-time Employee Status :Permanent Posting Date :23/Nov/2022, 12:32:14 AM Unposting Date :Ongoing Role 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
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