Investment Product Specialist - Wealth - Sales
Tata Capital · mumbai, India
wealth managementclient relationsinvestment researchequitieshniuhnifinancial analysisboth
Job Description
The Investment Product Specialist will assist in raising funds from HNI/UHNI clients through technical and fundamental research for equities. Responsibilities include regular client meetings, converting dormant clients, and providing investment support and guidance. The role also involves maintaining knowledge of competitors' investment capabilities and sending research reports to clients.
Qualifications
MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM , IRDA certified
Skills Required
- wealth management
- client relations
- investment research
- equities
- hni
- uhni
- financial analysis
Location
City: mumbai · Country: India