Investment Product Specialist - Wealth - Ahmedabad - Navrangpura - MM
- LocationIndia
- Work typeOn-site
- EmploymentFull-time
- Posted29 October 2026
- SourceTata Capital's careers page (Oracle Recruiting)
Live checkFirst seen 7 days ago; still listed on Tata Capital's careers page 4 h ago.
Moves fastWhen Tata Capital takes a role down early, it is usually about 4 days after posting. Apply soon.
At a glance
- EducationMaster's degree or equivalent
Read from the ad by RoleFinder, with rules and an AI reading; the description is the source.
About the role
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 investment support, education and guidance to clients, prospects and Relationship Managers.
6. Provide updates on investment opportunities to clients and Relationship Managers.
7. Maintain current knowledge of competitors investment capabilities, product offering and pricing policies.
MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM , IRDA certified
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