Department: Wealth Management – Sales
Experience: 9 – 12 Years
CTC: 20–30 LPA
Employment Type: Full-Time
Location: Mumbai / Chennai
Job Purpose
The Investment Product Specialist will play a key role in supporting wealth management and sales teams by providing investment insights product expertise market research and client engagement support. The role involves assisting Relationship Managers in delivering suitable investment solutions strengthening relationships with High-Net-Worth Individual (HNI) and Ultra-High-Net-Worth Individual (UHNI) clients and driving client engagement and business growth.
Key Responsibilities :
1. Client Engagement & Relationship Management
- Support Relationship Managers in acquiring and engaging HNI and UHNI clients by providing investment insights and product-related expertise.
- Assist in identifying suitable investment solutions based on clients' financial objectives risk profiles and investment preferences.
- Conduct regular meetings with active clients to understand their investment needs and strengthen existing relationships.
- Work with Relationship Managers to reactivate dormant clients and increase client engagement and business activity.
- Participate in regional client meetings investor seminars and other business development events.
- Share relevant research reports market updates and investment insights with existing and prospective clients.
- Assist in preparing quarterly client newsletters and investment communication materials.
- Provide investment education product guidance and timely updates to clients and Relationship Managers.
- Ensure effective client servicing and timely resolution of investment-related queries.
2. Investment Products & Market Research
- Conduct technical and fundamental research on equities financial markets and investment opportunities.
- Analyse market movements economic indicators industry trends and company financials to support investment decisions.
- Develop a sound understanding of wealth management products including their features benefits risks and suitability.
- Monitor competitor offerings investment capabilities product features and pricing strategies.
- Track regulatory developments market changes and industry best practices relevant to wealth management.
- Provide research-backed investment insights to Relationship Managers to support informed client discussions.
- Identify relevant investment products and diversification opportunities based on client requirements and risk appetite.
3. Sales & Business Development Support
- Support client acquisition business development and investment product penetration.
- Identify cross-selling opportunities across relevant wealth management and investment products.
- Assist in developing investment pitches product presentations and client-specific proposals.
- Support business campaigns client engagement initiatives and investment product awareness programmes.
- Track client engagement activities business leads and follow-up actions to support sales objectives.
- Contribute to achieving business targets through investment expertise effective client engagement and timely support to the sales team.
Key Skills & Competencies
- Strong knowledge of wealth management and investment products.
- Understanding of equity markets and technical and fundamental research.
- Excellent analytical numerical and problem-solving abilities.
- Strong client relationship management and communication skills.
- Ability to explain investment concepts clearly to clients and sales teams.
- Good presentation report-writing and research skills.
- Customer-centric approach with a focus on service quality.
- High levels of ownership adaptability and resilience.
- Ability to work in a fast-paced target-oriented setting.
- Strong ethical standards attention to detail and compliance awareness.
Compensation
CTC: 20- 30 LPA depending on relevant experience skills and existing client relationships.
Location Mumbai / Chennai
Share your CV to or Whatsapp :
Note: Candidates with relevant experience in HNI/UHNI client management trading and client acquisition will be preferred.
Best regards
HR Team
Staffiaa Services
Required Skills:
HNI / UHNI /high-quality/Provide investment support/ guidance to clients and Relationship Managers