Investment Product Specialist

2 days ago


Mumbai Maharashtra, India TATA CAPITAL Full time

Job Category Wealth 11512 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



  • Mumbai, Maharashtra, India Klay Securities Full time ₹ 1,50,00,000 - ₹ 2,50,00,000 per year

    We are seeking an Investment Products Specialist to drive our product offerings. The ideal candidate will have a deep understanding of investment products, market trends, and regulatory requirements in India. The role involves curating and managing investment solutions tailored to ultra-high-net-worth individuals (UHNWIs) and institutions.Roles &...

  • Investment Specialist

    16 hours ago


    Mumbai, Maharashtra, India JULIUS BAER Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let's shape the future of wealth management together.The Investment Specialists are responsible for providing expert advice, support, and guidance on best-in class investment...


  • Mumbai, Maharashtra, India Axis Bank Full time

    RB - Affluent Business Regional Investment specialist INTERNAL USAGE No of Vacancies 1 Reports to NIC Is a Team leader Y Team Size 5-10 Grade VP Business BPC - Private Banking Department Affluent Business Sub-Department BPC - Private Banking Location About Affluent Business Affluent Business caters to a segment of customers who are High Net Worth Individuals...


  • Mumbai, Maharashtra, India UPL Ltd Full time ₹ 4,00,000 - ₹ 12,00,000 per year

    Specialist - InvestmentsJob Id: 12067City:Mumbai, Maharashtra, IndiaDepartment: Directors OfficeFunction: Corporate OfficeEmployee Type: Permanent Full TimeSeniority Level: Mid-Senior levelDescription:UPL Limited (NSE: UPL & BSE: 512070, LSE: UPLL) is a global provider of sustainable agriculture products and solutions, with annual revenue exceeding $6bn. We...


  • Mumbai, India UPL Full time

    UPL Limited (NSE: UPL & BSE: , LSE: UPLL) is a global provider of sustainable agriculture products and solutions, with annual revenue exceeding $6bn. We are a purpose-led company. Through OpenAg®, UPL is focused on accelerating progress for the food system. We are building a network that is reimagining sustainability, redefining the way an entire industry...


  • Mumbai, Maharashtra, India Consultbae Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Role: Investment Product Specialist - Digital WealthLocation-MumbaiWorking Mode: 5.5 Days (WFO)Job Description: The purpose of the job is to be responsible for providing expert knowledge and support in the domain of securities products. This role involves deep understanding of investment products, market trends, and client needs to enhance the product...


  • Mumbai, Maharashtra, India Tata Capital Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    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 meetings with Active clients, converting the dormant clients into active along with respective wealth manger.3. Regular...


  • Mumbai, Maharashtra, India UPL Full time ₹ 6,00,000 - ₹ 18,00,000 per year

    UPL Limited(NSE: UPL & BSE: 512070, LSE: UPLL) is a global provider of sustainable agriculture products and solutions, with annual revenue exceeding $6bn. We are a purpose-led company. Through OpenAg, UPL is focused on accelerating progress for the food system. We are building a network that is reimagining sustainability, redefining the way an entire...


  • Mumbai, India Workassist Full time

    Description: Investment Specialist (Mutual Funds & Alternatives)Role OverviewThe Investment Specialist is a critical, senior advisory role requiring a PG/Master degree, focusing on driving sales and product penetration across a specified region.This position demands deep expertise in various financial products, including Mutual Fund, Alternate Investment...


  • mumbai, India JPMorgan Chase Full time

    You are a strategic thinker passionate about driving solutions in Investment Specialist for Global Fixed Income, Currency and Commodities (GFICC). You have found the right team.As an Investment Specialist Associate within our GFICC team in Asset Management, you will be responsible for supporting portfolio management desks, leveraging product and market...