Product Specialist- Wealth

Job Role & Responsibilities:

• Understand client risk and return profile, identify investment opportunities, provide suitable solutions and ensure periodic investment portfolio review.
• Keep abreast with developments in global markets, investment products and opportunities
• Liaise with central research / advisory / product teams / business divisions for identifying opportunities to cater to clients requirements.
• Act as an RM in circumstances where the RM is unable attend to the clients. Assist RM in acquiring clients.
• Share with the client or prospective client house views on various asset classes; and explain the rationale.
• Competition mapping and augmenting new product development ? Showcase investment products to clients which may be of interest for them or which are on the approved list;
• Explaining key risks and other features of products in which the client wishes to invest and updating the client on the same post sales
• Assist the client in aligning his investments as per his needs and risk appetite in line with dynamic asset allocation;
• Maintain client confidentiality

Qualification:

• CA/MBA (Finance) with 3-11 years of experience in Mutual funds, PMS, investment advisor.

Bangalore,Ranchi,Mangalore,Kolkata,Meerut,Coimbatore

3.00

11.00