Log In

Don't have an account? Sign up now

Lost Password?

Sign Up

Education Counsellor

TATA Capital Hiring For Investment Counsellor at Chennai, Tamil Nadu Full Time

Qualifications
  • Master’s degree

Full Job Description

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

Job Overview

  • Date Posted:
  • Job Title: TATA Capital Hiring For Investment Counsellor at Chennai, Tamil Nadu
Apply for job

Apply For This Job

  • Send Application
  • Apply with Resume
Upload your CV/resume or any other relevant file. Max. file size: 64 MB.

You can apply to this job and others using your online resume. Click the link below to submit your online resume and email your application to this employer.