Investment Product Specialist

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