Wealth Specialist Jobs in Rajkot - DBS Asia Hub 2 Private Limited

Wealth Specialist

DBS Asia Hub 2 Private Limited

Not disclosed

Expired

Posted: 22 Oct 19

Job Description

Wealth Specialist - Rajkot - (WD09281)

Job Duties & responsibilities:

Ensure AMFI certification and EUIN transfer of all new joiners and existing team members and timely renewal of the same.
Update team members at Branch / Cluster on products and processes during team huddles and ensure new / refresher product trainings with attendance recorded.
Work closely with Treasures Relationship Managers to analyse their client book for opportunities, aid in identification of prospects and ensure joint engagement with clients to drive investment product volume and revenues of the Branch / Cluster.
Work closely with Branch Service and Operations team to resolve discrepancies and minimize revenue leakages.
Analyze the training / skilling requirements of team members on investment and coordinate with Central Product Team and AMC resources to impart the same at the Branch / Cluster.
Organize regular customer engagement events and investment seminars to deepen the wallet share and entrench the client relationship.
Exercise due diligence for alternate product(s) and ensuring call-back confirmations or supervisory validations through recorded lines as per the prevailing process and scripts.
Execute investment product strategy at the Branch / Cluster location with skills and knowledge imparted to team members on product positioning and ensure portfolio reviews as per the DBS adopted asset allocation model.

Core Competencies:

Effective probing and listening skills.
Strong influencing and people management skills
Self-driven and ambitious.
Good written and verbal communication skills
Results-orientated & the ability to deliver results under pressure
Relationship management skills
Understanding of competitive positioning
Strong service orientation, customer-centric behaviour.
Focused on developing image and good will of the brand
Creative, inquisitive mind with problem solving abilities.
Ability to deliver results within tight timelines.
Attention to details, analysing abilities

Job Particulars

Role others

Education Any Post Graduate, Any Graduate

Who can apply Freshers

Hiring Process Face to Face Interview

Employment TypeFull Time

Job Id734200

Job Category Others

Locality Address

State Gujarat

Country India

About Company

DBS Asia Hub 2 Pvt Ltd is the bank’s first technology development centre outside Singapore. We address ever-changing consumer and technological demands by coming up with innovative and relevant digital solutions.

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