Are you searching for a Perfect job or looking for new opportunity then uppnews.in is best choice for you to search your dream Job.
Job Opening details:-
Company Name :- TATA Capital
Position Name :- Investment Counsellor
Company Location :- Mumbai, Maharashtra
Job Category :- Jobs in Mumbai
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
Disclaimer : uppnews.in is only helping our audience to check various job listing in various companies. We have not providing any job nor taking any registration fees. We have no legal responsibility over the details mentioned on our website. candidates are requested to check company profile before joining.