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Investment Product Specialist - Wealth - Sales - Mumbai - Lower Parel - MM at Tata Capital

, , India -

Full Time

Start Date

Immediate

Expiry Date

03 Apr, 26

Salary

0.0

Posted On

03 Jan, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Wealth Management, Equities, Technical Research, Fundamental Research, Client Meetings, Investment Support, Market Analysis, Client Education, Research Reports, Networking, Relationship Management, Investment Opportunities, Competitor Analysis, Client Newsletters, HNI Clients, UHNI Clients

Industry

Financial Services

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

Responsibilities

The Investment Product Specialist will assist in raising funds from HNI/UHNI clients through technical and fundamental research for equities. They will also maintain regular communication with clients and provide investment support and updates.