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Investment Product Specialist - Wealth - Bengaluru - Prestige Corniche - MM

Date Posted: Apr 16, 2024

Job Detail

  • location_on
    Location Bengaluru, Karnataka, India
  • desktop_windows
    Job Type: Full Time/Permanent
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
  • calendar_view_day
    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Dec 07, 2026

Job Description

11512

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

Source: Tata Capital careers — Read the original posting and apply

This role is listed by the employer on its own careers site. Kaam Ki Khoj does not process applications for it.

Company Overview

Tata Capital
Tata Capital · Mumbai, Maharashtra, India
5,332 open roles

Tata Capital is an employer in the Banking/Financial Services/Broking sector with operations in India. This is a directory listing maintained by Kaam Ki Khoj so that candidates can find the organisation; it is not an official company page and Kaam Ki... Read More

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