Investment Product Specialist

Role Overview: You should have sound knowledge of Wealth domain expertise. Your responsibilities will include assisting in raising funds from HNI / UHNI clients by conducting Technical & Fundamental research for equities and providing advice to clients associated with the wealth managers. It will be essential to conduct regular meetings with active clients, aiming to convert dormant clients into active ones in collaboration with the respective wealth manager. You will also need to schedule regular regional visits for HNI client meetings and seminar/events. Key Responsibilities: - Conducting Technical & Fundamental research for equities - Providing advice to clients associated with the wealth managers - Assisting in raising funds from HNI / UHNI clients - Conducting regular meetings with active clients - Converting dormant clients into active ones - Scheduling regular regional visits for HNI client meetings and seminar/events - Sending research reports to current and potential clients - Composing quarterly client newsletters - Providing investment support, education, and guidance to clients, prospects, and Relationship Managers - Updating clients and Relationship Managers on investment opportunities - Staying informed about competitors" investment capabilities, product offerings, and pricing policies Qualification Required: - MBA/PGDBA/PGPM or equivalent degree - Certifications such as AMFI, NISM, and IRDA (Note: Any additional details of the company were not provided in the job description.),