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Investment Counsellor Wealth Mumbai Lower Parel Mm Job In Tata Group In India, Mumbai
List of all investment counsellor wealth mumbai lower parel mm job in tata group in india, mumbai. Click Here View Job List. This page will help you to get all details about investment counsellor wealth mumbai lower parel mm job in tata group in india, mumbai. Investment Counsellor Wealth Mumbai Lower Parel Mm job 2024 in tata group company in India, Mumbai location. Apply online for investment counsellor wealth mumbai lower parel mm vacancy in tata group.
Job Details
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
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
Tata Group is looking for .
Tata Group is looking for Any Graduate / Post Graduate profile candidates.
Short Job Information
Job Title : Investment Counsellor Wealth Mumbai Lower Parel Mm
Company Name : Tata Group
Job Location : India, Mumbai
Education : Any Graduate / Post Graduate
Category : Computers / IT
Experience : Freshers
Post Date : 10 August, 2021
Last Date : 06 June, 2023
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