Competency Details ( Product Knowledge/ Advisory (Capital Market Sector) ) | Financial Academy

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Jadarat Dictionary

Product Knowledge/ Advisory (Capital Market Sector)

Efficiency Core Competency

Develop, maintain and convey detailed and specialised product knowledge as well as keep abreast of emerging product knowledge to address organisation requirements.

Jadarat Code: C03

Level 1

Demonstrates basic understanding of the various types, brands, categories and classifications of the special products available in the Capital Market sector. Has basic knowledge of own organization's products and how they compare to the market.

Level 2

Researches and identifies potential products that can address the requirements of the Capital Market sector and meet customer needs, as a step towards expanding the product portfolio. Distinguishes between the different types of Capital Market products currently offered by own organization, in accordance with the defined customer requirements.

Level 3

Utilizes deep understanding of the different product types and trends in the Capital Market sector to cross-sell or up-sell products to customers, by matching the product features and benefits to their identified needs. Handles complex product enquiries and offers relevant solutions to meet customers' requirements.

Level 4

Leads and provides expertise in key components and considerations of value demonstrations to lead the design of customised solutions and products to meet customers’ unique set of requirements. Advises and supports others in identifying the relative standing of own organisation’s products with the other products in the Capital Market sector, to propose possible enhancements.

Level 5

Applies subject matter expertise and thorough understanding of the high-level trends in the Capital Market sector, and leads the organisation-wide sales proposals for products and solutions. Evaluates the product mix to determine its suitability in meeting customer needs and achieving business objectives, in line with the organisational governance and compliance guidelines.