Apply for the post of Investment Product Specialist – Wealth – Sales at Lower Parel, Mumbai. Check all the required details like eligibility, notification pdf, age limit, qualifications etc. Go and Apply now!!
| Job Details | Information |
|---|---|
| Job Title | Investment Product Specialist – Wealth – Sales |
| Job Identification | 38922 |
| Job Category | Wealth |
| Job Role | Sales & Investment Advisory |
| Key Responsibilities | Assist in raising funds from HNI/UHNI clients using technical and fundamental equity research; advise clients mapped to wealth managers. Convert dormant clients into active clients through regular meetings. Conduct regional visits for HNI client meetings, seminars, and events. Share research reports with existing and prospective clients and assist in writing quarterly newsletters. Provide investment support, education, and guidance to clients and Relationship Managers. Share regular updates on investment opportunities. Maintain up-to-date knowledge of competitor products, pricing, and investment capabilities. |
| Core Expertise | Strong domain knowledge of Wealth Management |
| Qualification | MBA / PGDBA / PGPM or Equivalent |
| Certifications Required | AMFI / NISM / IRDA Certified |
| Experience Required | As per company norms (Wealth Sales experience preferred) |
| Job Location | Lower Parel, Mumbai |
| Workplace Address | Tower A, 1101 & 1201, Peninsula Business Park, Ganpatrao Kadam Marg, Lower Parel, Mumbai – 400013 |
| Employment Type | Full-Time |
| Job Schedule | Full Time |
| Posting Date | 03 January 2026 |
| Apply Before | 27 February 2026 |
| Country | India |
| Organization | Tata Capital |
Click here apply online