Major Deliverables: -
Work alongside key stakeholders to define the vision, scope, and roadmap for the Wealth Management offerings on the digital platform.
Understanding various Wealth management offerings and integrate the same to digital offering
Developing Online & offline Digital journey of customers
Understanding of customer behaviour/requirements on personal finance front.
Being abreast with the market, actively taking cues from competition & building business opportunity.
Keep abreast of regulatory, legal and industry best practices to maintain compliance Experience working in Financial Services, preferably in Wealth Management / Asset management / Insurance (4-5 Years
- Ability to work across multiple internal stakeholders, business areas, and external providers to develop and deliver high quality solutions
- Qualifications -Graduate/Post Graduate
