Log In

Don't have an account? Sign up now

Lost Password?

Sign Up

Private Jobs / Private Sector

TATA Capital Looking For Investment Counsellor at Mumbai, Maharashtra Full Time

Job details

Job Type
Full-time

Full Job Description

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

Hiring Insights

Job activity

Posted today

Job Overview

  • Date Posted:
  • Job Title: TATA Capital Looking For Investment Counsellor at Mumbai, Maharashtra
Apply for job

Apply For This Job

Upload your CV/resume or any other relevant file. Max. file size: 2 GB.

You can apply to this job and others using your online resume. Click the link below to submit your online resume and email your application to this employer.