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

Tata Capital — Bengaluru, BENGALURU

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Experience 0-5 Years yrs
Age 21-35 yrs
Gender Both
Salary Not Disclosed LPA
Department Sales Loans
Product Loans

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

Frequently Asked Questions

What are the eligibility criteria for the Investment Product Specialist - Wealth - Bengaluru - Prestige Corniche - MM job at Tata Capital?

Eligibility typically includes the qualifications and experience outlined in the job description above, with around 0-5 Years years of relevant experience expected for this role.

What are the primary responsibilities of a Investment Product Specialist - Wealth - Bengaluru - Prestige Corniche - MM at Tata Capital?

The key responsibilities for this role are detailed in the Key Responsibilities section above, covering the core duties expected of a Investment Product Specialist - Wealth - Bengaluru - Prestige Corniche - MM at Tata Capital.

Is prior experience required for this position?

This role requires around 0-5 Years years of relevant experience, as specified in the job listing. Please refer to the Qualifications & Experience section above for full details.

What skills are important for this role?

Skills relevant to this position are outlined in the Qualifications & Experience section above. In general, strong communication, domain knowledge, and the ability to meet role-specific targets are valued across similar BFSI positions.

How do I apply for the Investment Product Specialist - Wealth - Bengaluru - Prestige Corniche - MM role at Tata Capital?

You can apply directly using the Apply Now button on this page, which will take you to Tata Capital's application process for this role.