Job Details-Wealth Product Specialist for a premium vertical of Global Investment Company

Job Description

Key Responsibilities:

• Product Tie-Ups & Empanelment: Identify and onboard new products and partners across Wealth Management domains.
• Sales Team Training: Design and deliver training modules for the Wealth Sales team to improve product knowledge and pitch effectiveness.
• Client Portfolio Reviews: Analyze and review client portfolios to assist the sales team with personalized solutions.
• Client Interactions: Participate in client meetings and calls when needed for product-related discussions.
• Product Deck Creation: Prepare and compare product decks (Performance/Risk-based) for client and internal use.
• Agreements & Renewals: Review, negotiate, and renew product-related agreements and contracts.
• Reporting: Prepare monthly and quarterly business and performance reports for internal stake holders.
• Business Negotiations & Commercials: Engage in negotiations for commercials with product manufacturers and partners.
• Sales Enablement: Support internal business drives and new product initiatives.