Investment Product SpecialistnExperience: 9 - 15 yrsnnnMode: WFO - 5.5 DaysnnnLocation: ChennainJob Purpose The Investment Product Specialist will contribute to delivering exceptional financial solutions and maintaining robust client relationships within the Wealth Management business.nnnAs an Individual Contributor, the role involves supporting Relationship Managers in executing wealth management strategies and ensuring seamless delivery of high-quality services to clients. The incumbents analytical ability, attention to detail, and passion for wealth management will play a key role in driving client satisfaction and achieving business objectives.nnnKey Responsibilities nClient Engagement u0026 Relationship Managementn Assist in raising funds from HNI/UHNI clients through technical and fundamental equity research.nnn Provide investment advisory support to clients mapped to Wealth Managers.nnn Conduct regular meetings with active clients and support in converting dormant clients into active relationships.nnn Participate in regional client meetings, seminars, and events.nnn Share research reports with current and prospective clients.nnn Assist in drafting quarterly client newsletters.nnn Provide investment support, education,



and portfolio guidance to clients and Relationship Managers.nnn Share timely updates on investment opportunities.nnn Collaborate with internal teams to ensure seamless client servicing.nnn 2. Market Research u0026 Analysisn Conduct in-depth research on investment products, financial markets, and economic trends.nnn Monitor competitors investment capabilities, product offerings, and pricing strategies.nnn Stay updated on regulatory changes and industry best practices to ensure compliance.nnn 3. Financial Planning u0026 Reportingn Assist in developing personalized financial plans aligned with client goals, risk appetite, and preferences.nnn Prepare financial reports, investment summaries, and portfolio performance reviews for client presentations.nnn 4. Team Collaborationn Work closely with senior management to define team objectives and KPIs.nnn Support alignment of team goals with overall organizational strategy.nnn Qualifications u0026 Experiencen Minimum Qualification: Graduate / Postgraduate in any discipline.nnn Experience: 36 years of relevant experience in Wealth Management / Investment Advisory. .

📌 Investment Product Specialist (Chennai)
🏢 ConsultBae India Private
📍 Chennai