Tata Capital Finance Ltd

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

Tata Capital Finance Ltd
Bengaluru/Bangalore
Not disclosed
Work from OfficeWork from Office
Full TimeFull Time
Min. 2 yearsMin. 2 years

Job Description

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

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

Job role

Work location
Work locationBengaluru, Bengaluru - Krishna Tower, No. 82/1, 1st & 2nd Floor, Krishna Tower, Richmond Road, Bangalore, Bengaluru, Karnataka, India
Department
DepartmentBanking / Insurance / Financial Services
Role / Category
Role / CategoryInvestment Banking, Private Equity & VC
Employment type
Employment typeFull Time
Shift
ShiftDay Shift

Job requirements

Experience
ExperienceMin. 2 years

About company

Name
NameTata Capital Finance Ltd
Job posted by Tata Capital Finance Ltd

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