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Investment Product Specialist - Wealth - Delhi - Videocon Towers - MM

Investment Product Specialist - Wealth - Delhi - Videocon Towers - MM

Tata Capital

11 - 15 years

5 - 9 Lacs

Mumbai

Posted:2 days ago| Platform:

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Skills Required

financial services investment products client meeting wealth management pricing cold calling business development branch banking operations cross selling sales marketing branch operations relationship management lead generation mutual funds

Work Mode

Work from Office

Job Type

Full Time

Job Description

We are looking for a skilled Investment Product Specialist with 11-15 years of experience to join our team in Delhi. The ideal candidate will have expertise in wealth management and investment products, with a strong background in the banking or financial services industry.
Roles and Responsibility

Assist in raising funds from HNI/UHNI clients through 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.

Strong knowledge of wealth management and investment products.

Excellent communication and interpersonal skills.

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

Strong analytical and problem-solving skills.

Experience working with HNI/UHNI clients and managing relationships with wealth managers.

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Tata Capital

Financial Services

Mumbai Maharashtra

5001-10000 Employees

3754 Jobs

Key People

Rajesh Sethi

Managing Director & CEO
Supratim Bandyopadhyay

Chief Financial Officer
Ravi K. S. R.

Chief Technology Officer

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Investment Product Specialist - Wealth - Delhi - Videocon Towers - MM