AVP / Manager/ AM Branch Asset Specialist - Mumbai/Pune/Ahmedabad - GCB 6/7

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Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world’s largest global wealth managers. Across Asia, where wealth pools are growing faster than in any other region.  Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking individuals and families, through to business owners, investors and ultra-high-net-worth individuals.  We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking that best suit our customers’ needs..

We are currently seeking an experienced professional to join the WPB team.

Principal Responsibilities 

The incumbent will be responsible for facilitation of the asset sales process including customer interface, document completion, interaction on behalf of RMs with builders/societies in case of mortgage cases , discrepancy resolution etc. 

• Would be responsible for Asset Product Disbursal of the region
• Facilitate business – new as well as existing cases – with the branch asset specialists.
• Develop an expert knowledge of customer base, market trends, and competitor activities in order to manage strategic direction
• Engage with builders, brokers and other intermediaries to develop business for the region.
• Daily co-ordination with internal stakeholders such as underwriting, Legal, etc. for pre & post approval activities.
• Provide dedicated back-end support to Branch RMs in the login, approval and disbursal of their applications.
• Interact with senior business managers to identify peer company best-in-class service practices & technologies
• Operational effectiveness: 
  • Ensure that discrepancy rates of pre & post approval applications are within acceptable benchmarks
  • Ensure nil fraudulent application