Product Specialist - Wealth Management 360 ONE Wealth

3.0 - 7.0 years

0 Lacs

delhi

On-site

As a part of our team, you will be responsible for presenting our diverse product offering to Ultra High Net Worth Individuals (UHNWI) and Family offices. This will involve showcasing a wide range of investment products and accompanying Relationship Managers (RMs) during client meetings to ensure a comprehensive understanding of the available options. You will collaborate closely with the Region head to boost sales performance across a meticulously curated selection of investment products. Your role will also entail establishing an efficient feedback loop between the branch's sales team and the central product team to continuously refine and improve our product lineup. In addition, you will be actively engaging with RMs and clients to address any queries related to both new and existing products, ensuring a high level of customer satisfaction and clarity. Furthermore, you will be responsible for organizing and leading product road shows at the branch level, aiming to effectively communicate the value and features of our offerings to potential clients.,

Posted 1 week ago

Apply

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.