Investment Product Specialist
Tata Capital · Wealth · Across India
PayPay not listed
WhereAcross India
TypeNot stated
Posted29 Oct15 days ago, from the company site
Kaam checked
No fee, deposit or pay-to-apply signs
Good spoken and written English expected
Day work
No vehicle or licence needed
About this job
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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