Investment Counsellor Wealth Bengaluru Prestige Corniche Mm Job In Tata Mutual Fund In Bengaluru / Bangalore

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Job Details
Job DescriptionCore 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
Candidate Profile
Job DescriptionCore Domain Expertise Have Sound Knowledge Of Wealth1. 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 Meet

Tata Mutual Fund is looking for Any Graduate / Post Graduate profile candidates.

Short Job Information


Job Title : Investment Counsellor Wealth Bengaluru Prestige Corniche Mm
Company Name : Tata Mutual Fund
Job Location : Bengaluru / Bangalore
Education : Any Graduate / Post Graduate
Experience : Freshers
Post Date : 28 December, 2021
Last Date : 18 January, 2023
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