Position: Hiring | Investment Product Specialist (IPS) |

We are looking for an experienced Investment Product Specialist to join our Wealth Management team.

Location: Kolkata & Ranchi

Experience: 8–20 Years

Key Responsibilities:

✔ Provide investment advisory support to Relationship Managers

✔ Engage with HNI/UHNI clients and support portfolio construction

✔ Drive sales of Mutual Funds, PMS, AIFs, Bonds and other investment products

✔ Conduct client meetings, investment seminars and market update sessions

✔ Share market insights, research reports and investment recommendations

✔ Support financial planning and portfolio review discussions

Preferred Background:

✅ Wealth Management

✅ Private Banking

✅ Investment Advisory

✅ Portfolio Advisory

✅ Mutual Funds / PMS / AIF

If you have a passion for investments and client advisory, we'd love to connect.

Interested candidates are encouraged to click on the 'Apply Now' button to submit their application.

Preferred Organizations: Kotak Wealth, ICICI Private Banking, HDFC Wealth, Axis Burgundy, IndusInd Wealth, IIFL, 360 ONE, Nuvama, Anand Rathi, Motilal Oswal, SBI Wealth and similar organizations.

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