Develop and manage the success of specific financial products and services, providing in-depth expertise on a particular product line
Job Summary
Develop and manage the success of specific financial products and services, providing in-depth expertise on a particular product line.
Respond to customer inquiries, attend client meetings and obtain a detailed understanding of complex personal / corporate financial circumstances in order to provide options for suitable product solutions.
Contribute or set strategy, drive requirements and make recommendations for change, plan resources, budgets, and policies.
Matching Summary
Develop and manage the success of specific financial products and services, providing in-depth expertise on a particular product line.
Skills & Requirements
Must-have
Product expertise and development
Market trend analysis
Client relationship management
Financial product solutions
Risk management and mitigation
Nice-to-have
Strategic planning and execution
Team leadership and development
Cross-functional collaboration
Influencing and negotiation skills
Building trusting partnerships
Key Requirements
Long investment counselling experience in India
Thorough knowledge of Indian and global markets
Thorough knowledge of Private Banking & Wealth Management regulatory landscape in India