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Investment Product Specialist - Wealth

Investment Product Specialist - Wealth

Tata Capital

2 - 4 years

6 - 10 Lacs

mumbai

Posted:1 day ago| Platform:

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Skills Required

nism sales irda fundamental research investment

Work Mode

Work from Office

Job Type

Full Time

Job Description

Core domain expertise have Sound knowledge of Wealth

.
Assist in raising funds from HNI / UHNI clients with Technical & Fundamental research for equities and advising the same to clients mapped to the wealth managers.

Regular meetings with Active clients, converting the dormant clients into active along with respective wealth manger.

Regular regional visit for HNI client meetings, seminar/events.

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

Provide investment support, education and guidance to clients, prospects and Relationship Managers.

Provide updates on investment opportunities to clients and Relationship Managers.

Maintain current knowledge of competitors investment capabilities, product offering and pricing policies.

MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM , IRDA certified

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Tata Capital

Financial Services

Mumbai Maharashtra

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Investment Product Specialist - Wealth