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

Tata Capital·Bengaluru

Pay not statedJunior levelFull-time
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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

What you need

  • MBA

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