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Product Specialist Wealth management


Location

Thane | India


Job description

Spearheading with Bank Wealth & Private banking branches on HNI clients acquisition through Demat/ trading accounts ( 3in1 trading account).
Act a SPOC for Demat/ trading accounts (3in1 trading account). Ensuring that the channels are activated, engaged, motivated and are productive by building a strong relationship.
Building capabilities by conducting product knowledge session and market insights.
Managing leads with desired level of conversions.
Ensure download of key organizational communication/new product launch with front sales team from bank.


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