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Investment Product Specialist - Wealth - Bengaluru

Investment Product Specialist - Wealth - Bengaluru

Tata Capital

11 - 15 years

10 - 14 Lacs

Bengaluru

Posted:2 days ago| Platform:

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Skills Required

investment products irda client meeting wealth management pricing amfi customer service 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 Bengaluru. The ideal candidate will have expertise in wealth management and knowledge of investment products. Roles and Responsibility
Assist in raising funds from HNI/UHNI clients through technical and fundamental research on equities.
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 seminars.
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 wealth management and investment products.
Demonstrate excellent communication and interpersonal skills.
Ability to work effectively with clients, prospects, and Relationship Managers.
Exhibit strong analytical and problem-solving skills.
Be familiar with IRDA regulations and industry standards.

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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 - Bengaluru