Investment Product Specialist - Wealth - Sales - Chennai - Centennial Square - MM*

Tata Capital
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📍 IndiaFull time

About this role

11512

Core domain expertise have Sound knowledge of Wealth

1. Assist in raising funds from HNI / UHNI clients with Technical & Fundamental research for equities and advising the same to clients mapped to the wealth managers.
2. Regular meetings with Active clients, converting the dormant clients into active along with respective wealth manger.
3. Regular regional visit for HNI client meetings, seminar/events.
4. Send across research reports to current and prospective clients and assisting in writing quarterly client newsletters.
5. Provide investment support, education and guidance to clients, prospects and Relationship Managers.
6. Provide updates on investment opportunities to clients and Relationship Managers.
7. Maintain current knowledge of competitors investment capabilities, product offering and pricing policies.

MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM , IRDA certified

Frequently Asked Questions

Is the salary disclosed for the Investment Product Specialist - Wealth - Sales - Chennai - Centennial Square - MM* position at Tata Capital?
The salary for this Investment Product Specialist - Wealth - Sales - Chennai - Centennial Square - MM* role at Tata Capital is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Investment Product Specialist - Wealth - Sales - Chennai - Centennial Square - MM* position at Tata Capital located?
This Investment Product Specialist - Wealth - Sales - Chennai - Centennial Square - MM* role at Tata Capital is based in India. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Investment Product Specialist - Wealth - Sales - Chennai - Centennial Square - MM* role at Tata Capital full-time or part-time?
This is listed as a Full time position. It is posted as a Investment Product Specialist - Wealth - Sales - Chennai - Centennial Square - MM* role at Tata Capital.
How do I apply for the Investment Product Specialist - Wealth - Sales - Chennai - Centennial Square - MM* position at Tata Capital?
Click the "Apply Now" button on this page. You will be redirected to Tata Capital's official application portal hosted on oraclecloud where you can submit your application directly.
When was the Investment Product Specialist - Wealth - Sales - Chennai - Centennial Square - MM* job at Tata Capital posted?
This Investment Product Specialist - Wealth - Sales - Chennai - Centennial Square - MM* position at Tata Capital was posted on Sep 4, 2026. Apply as soon as possible — early applications are often reviewed first.
Investment Product Specialist - Wealth - Sales - Chennai - Centennial Square - MM*
Tata Capital
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