Investment Product Specialist

Description:

Job Purpose:

We are looking for a dynamic Investment Product Specialist to support Relationship Managers in delivering tailored wealth solutions to HNI/UHNI clients. The role focuses on investment advisory, client engagement, and market insights to drive portfolio growth and client satisfaction.

Key Responsibilities:

- Client Engagement & Relationship Management

- Support fund raising from HNI/UHNI clients through strong equity research insights

- Engage with active & dormant clients to drive business growth

- Participate in client meetings, regional visits, and investment seminars

- Share research reports, newsletters, and investment updates

- Provide advisory support to clients and Relationship Managers

- Market Research & Analysis

- Track market trends, competitor offerings, and investment products

- Conduct research on equities, financial markets, and economic trends

- Ensure compliance with regulatory guidelines

- Financial Planning & Reporting

- Assist in creating personalized investment strategies

- Prepare client reports, portfolio reviews, and presentations

- Collaboration

- Work closely with internal teams to ensure seamless client servicing

Key Skills:

- Strong knowledge of Wealth Products (MF, Equity, PMS, Insurance)

- Analytical & research-oriented mindset

- Excellent communication & presentation skills

- Client-centric approach

Qualifications & Experience:

- MBA (any discipline)

- 3-8 years of relevant experience in wealth / investment domain

Leadership Competencies:

- Ownership | Customer Focus | Analytical Thinking | Adaptability | Resilience | Compliance | Tech Awareness