Investment Product Specialist Tata Capital

3.0 - 7.0 years

0 Lacs

delhi

On-site

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. Furthermore, you will be required to send research reports to current and potential clients, as well as assist in composing quarterly client newsletters. Providing investment support, education, and guidance to clients, prospects, and Relationship Managers is a crucial part of this role. You will also need to update clients and Relationship Managers on investment opportunities and stay informed about competitors" investment capabilities, product offerings, and pricing policies. The ideal candidate should possess an MBA/PGDBA/PGPM or equivalent degree, along with certifications such as AMFI, NISM, and IRDA.,

Posted 1 week ago

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