Start searching
Back to Jobs
Full timeFinance

Investment Product Specialist - Mumbai - Goregaon (E) - MM

Tata CapitalMumbai🇮🇳India

Quick overview

SeniorityMid Senior
Employment typeFull Time
Work modeHybrid
LocationMumbai, India

Job description

Core domain expertise have Sound knowledge of Wealth

1. 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.
2. Regular meetings with Active clients, converting the dormant clients into active along with respective wealth manger.
3. Regular regional visit for HNI client meetings, seminar/events.
4. Send across research reports to current and prospective clients and assisting in writing quarterly client newsletters.
5. Provide investment support, education and guidance to clients, prospects and Relationship Managers.
6. Provide updates on investment opportunities to clients and Relationship Managers.
7. Maintain current knowledge of competitors investment capabilities, product offering and pricing policies.

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

Similar jobs

Apply on employer’s website