Investment Product Specialist - Wealth - Ahmedabad - Navrangpura - MM
AhmedabadFull-timeJunior levelPosted 1 week ago
Finance role at Tata Capital in Ahmedabad. Needs an MBA.
About the 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.
What you'll do
- 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
- Provide investment support, education and guidance to clients, prospects and Relationship Managers
- Provide updates on investment opportunities to clients and Relationship Managers