Senior Wealth Specialist
Published date: 2024/01/10
- Location: Gurgaon, Haryana, India
Roles and responsibility
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...
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...
0 page views
Related listings
-
Banking Sales Service ExecutiveBankKotak Life Insurance is aggressively hiring for the job profile of Banking Sales Service Executive for 50 open positions at Chandigarh in Panchkula sector 3 locality. Kindly go through the FAQs below to get all answers related to the given job.2026/11/09
-
Bank Officer Branch BankingBankscheduled commercial bank and a Fortune India 500 Company. With 25 years legacy of being a retail focused and customer centric institution, the company started its banking operation in April 2017. In 3 years of starting as a bank, it has established ...2026/11/09
-
Urgent Requirement Loan Officer Home Loan in BankBankWe have an urgent opening with our one of the prestigious client. Please find below mentioned Job Responsibilities. NBFC Sales is a wholly owned subsidiary of Bank Ltd. The company has been floated as a distribution arm of NBFC with an objective of o...2026/11/09