Commercial and Wealth SME

Mandatory/Required Skills & Location

Primary Skills: Commercial and Wealth Domain skills

PURPOSE OF THE ROLE

1. Minimum of 8 years of experience in commercial banking and / or Wealth management roles
2. Strong understanding of financial markets , products and services
3. Subject Matter Expertise: Serve as the go-to resource for commercial banking and wealth management knowledge within the BFSR vertical. Stay abreast of industry trends, regulatory changes, and best practices to inform decision-making and strategy development.
4. Product Development: Collaborate with cross-functional teams to conceptualize, design, and launch new commercial banking and wealth management products and services. Conduct market research and competitive analysis to identify opportunities for innovation and differentiation.

KEY RESPONSIBILITIES AND ACCOUNTABILITIES

1. Client Relationship Management: Build and maintain strong relationships with commercial banking and wealth management clients. Understand their unique needs and objectives, and tailor solutions to meet their requirements effectively.
2. Risk Management: Assess and mitigate risks associated with commercial banking and wealth management activities. Develop and implement robust risk management frameworks and protocols to ensure compliance with regulatory requirements and internal policies.
3. Training and Development: Provide training and mentorship to internal teams on commercial banking and wealth management concepts, processes, and tools. Foster a culture of continuous learning and professional development within the organization.
4. Performance Analysis: Monitor key performance indicators (KPIs) related to commercial banking and wealth management operations. Analyze data trends, identify areas for improvement, and recommend strategic initiatives to drive business performance and profitability.
5. Compliance and Governance: Ensure adherence to regulatory requirements and industry standards governing commercial banking and wealth management activities. Work closely with compliance and legal teams to address any compliance issues and implement corrective actions as needed.
6. Stakeholder Engagement: Collaborate with internal stakeholders, including senior management, sales teams, and product specialists, to align commercial banking and wealth management strategies with overall business objectives. Communicate effectively to foster a shared vision and drive collective action

EDUCATION QUALIFICATION

1. Degree: B. E/MCA
2. Certifications (if any): NA