Investment Product Specialist - Wealth
Tata Capital · Chennai · onsite · Posted 45d ago
Undisclosed2–4 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
.
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 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.
Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.
Sourced from naukri
Skills
product specialistResearch Reportsfundamental researchEquitiesResearchNewsletters
About Tata Capital
Tata Capital
NBFC
12.4k+
employees
2007
19 years old
Mumbai, Maharashtra
India
About
Tata Capital operates in the financial services sector, offering a diverse range of solutions including commercial finance, personal loans, and wealth management.
Industries
NBFCFinancial Services
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