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Tata Capital
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Investment Product Specialist - Mumbai - Goregaon (E) - MM

Investment Product Specialist - Mumbai - Goregaon (E) - MM

Tata Capital

2 - 7 years

6 - 9 Lacs

Mumbai

Posted:1 month ago| Platform:

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Skills Required

sales irda client meeting wealth management pricing amfi cold calling customer service business development marketing client relationship management inside sales b2b sales relationship management lead generation exhibitions mutual funds finance

Work Mode

Work from Office

Job Type

Full Time

Job Description

We are looking for a highly skilled and experienced Investment Product Specialist to join our team in Mumbai - Goregaon (E) - MM. The ideal candidate will have 2-7 years of experience.
Roles and Responsibility

Assist in raising funds from HNI/UHNI clients with technical and fundamental research for equities and advise them accordingly.

Regularly meet with active clients, convert dormant clients into active ones, and collaborate with wealth managers.

Conduct regular regional visits for HNI client meetings and seminar/events.

Send research reports to current and prospective clients and assist in writing quarterly client newsletters.

Provide investment support, education, and guidance to clients, prospects, and relationship managers.

Stay updated on competitors'' investment capabilities, product offerings, and pricing policies.

Job

MBA/PGDBA/PGPM or equivalent degree; AMFI/NISM certification is preferred.

Possess strong knowledge of core domain expertise in Wealth management.

Demonstrate excellent communication and interpersonal skills.

Ability to work effectively in a fast-paced environment and meet deadlines.

Exhibit strong analytical and problem-solving skills.

Be familiar with IRDA regulations and guidelines.

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Tata Capital

Financial Services

Mumbai Maharashtra

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Investment Product Specialist - Mumbai - Goregaon (E) - MM