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Product Specialist Wealth

3.00 to 7.00 Years   Kolkata   09 Mar, 2020
Job LocationKolkata
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

  • Understand client risk and return profile, identify investment opportunities, provide suitable solutions and ensure periodic investment portfolio review.
  • Keep abreast with developments in global markets, investment products and opportunities
  • Liaise with central research / advisory / product teams / business divisions for identifying opportunities to cater to clients requirements.
  • Act as an RM in circumstances where the RM is unable attend to the clients. Assist RM in acquiring clients.
  • Share with the client or prospective client house views on various asset classes; and explain the rationale.
  • Competition mapping and augmenting new product development Showcase investment products to clients which may be of interest for them or which are on the approved list;
  • Explaining key risks and other features of products in which the client wishes to invest and updating the client on the same post sales
  • Assist the client in aligning his investments as per his needs and risk appetite in line with dynamic asset allocation;
  • Maintain client confidentiality
Qualification:
  • CA/MBA (Finance) with 3-11 years of experience in Mutual funds, PMS, investment advisor.
,

Keyskills :
customer relationsinvestment products asset allocationinvestment portfolio product developmenttarget new product developmentrese

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