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832 Tata Capital Jobs

Investment Product Specialist - Wealth

3-5 years

Pune

1 vacancy

Investment Product Specialist - Wealth

Tata Capital

posted 5hr ago

Job Role Insights

Flexible timing

Job Description

Core domain expertise have Sound knowledge of Wealth

.
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.


  • 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.


  • Maintain current knowledge of competitors investment capabilities, product offering and pricing policies.

    MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM , IRDA certified

  • Employment Type: Full Time, Permanent

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    What people at Tata Capital are saying

    Product Specialist salary at Tata Capital

    reported by 2 employees with 3-5 years exp.
    ₹9.4 L/yr - ₹12.1 L/yr
    20% more than the average Product Specialist Salary in India
    View more details

    What Tata Capital employees are saying about work life

    based on 2.4k employees
    58%
    50%
    51%
    98%
    Flexible timing
    Monday to Saturday
    Within city
    Day Shift
    View more insights

    Tata Capital Benefits

    Submitted by Company
    Job Training
    Health Insurance
    Soft Skill Training
    Work From Home
    Submitted by Employees
    Health Insurance
    Job Training
    Soft Skill Training
    Work From Home
    Cafeteria
    Free Transport +6 more
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