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Investment Product Specialist (10-12 yrs)

10-12 years

Pune

Investment Product Specialist (10-12 yrs)

HriZen

posted 2mon ago

Job Role Insights

Key skills for the job

Job Description

Job Purpose:

- Core domain expertise have Sound knowledge of Wealth.


- The objective of this role is to contribute to the team's efforts in delivering exceptional financial solutions and maintaining strong client relationships.


- As an Individual Contributor, you will provide crucial support to Relationship Managers, assisting in the execution of wealth management strategies and ensuring the seamless delivery of high-quality services to our valued clients.


- Your attention to detail, analytical skills, and passion for wealth management will be pivotal in driving client satisfaction and contributing to the team's overall success.

Main accountabilities:

Client Engagement and Relationship Management:

- 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 manager.

- Regular regional visits for HNI client meetings, seminars/events.

- Send across research reports to current and prospective clients and assisting in writing quarterly client newsletters.

- Provide investment support, education, and guidance to clients, prospects, and Relationship Managers.

- Provide updates on investment opportunities to clients and Relationship Managers.

- Collaborate with internal teams to provide seamless and efficient client support.

Market Research and Analysis:

- Maintain current knowledge of competitors' investment capabilities, product offerings, and pricing policies.

- Conduct thorough research and analysis on investment products, financial markets, and economic trends to inform decision-making and enhance client portfolios.

- Stay informed about regulatory changes and industry best practices to ensure compliance and high-quality service delivery.

Financial Planning and Reporting:

- Assist in developing personalized financial plans, taking into consideration clients' unique goals, risk tolerance, and preferences.

- Prepare and deliver accurate and insightful financial reports, investment summaries, and performance reviews for client presentations.

Team Management

- Collaborate with senior management to define team objectives and key performance indicators (KPIs), ensuring alignment with organizational goals.

Qualifications & Experience:

- Minimum Degree: Postgraduate/ Graduate in any discipline.

Leadership Competencies:

- Ownership

- Speed

- Passion

- Boundaryless Behaviour

- Meritocracy

- Customer Focus

- Tech Quotient

- Cost Consciousness

- Adaptive

- Empathetic

- Analytical

- Compliance

- Resilient

Industry: Human Resources

Employment Type: Full-time


Functional Areas: Other

Read full job description

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