Investment Product Specialist

Role Overview: As a Wealth Management Specialist, you will be responsible for assisting in raising funds from HNI / UHNI clients through technical and fundamental research for equities. You will work closely with wealth managers to advise clients on investment opportunities. Your role will also involve regular meetings with active clients, converting dormant clients into active ones, and conducting regional visits for HNI client meetings and seminars/events. Key Responsibilities: - Assist in raising funds from HNI / UHNI clients through technical & fundamental research for equities and advise the same to clients mapped to the wealth managers. - Conduct regular meetings with active clients, convert dormant clients into active ones with the respective wealth manager. - Attend regular regional visits for HNI client meetings, seminars, and 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. - Update clients and Relationship Managers on investment opportunities. - Stay updated on competitors" investment capabilities, product offerings, and pricing policies. Qualifications Required: - MBA/PGDBA/PGPM or Equivalent - AMFI/NISM/IRDA certified (Note: Any additional details about the company have not been provided in the job description.),