Investment Product Specialist - Mumbai - Goregaon (E) - MM at Tata Capital

Investment Product Specialist - Mumbai - Goregaon (E) - MM 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…

Apply · View on CareerAgent