Product Specialist – Wealth Management & Client Advisory

Primeidea; Vadodara; On-site; INR 270,000 - 330,000; Full time

Benefits offered by this job

Performance incentives tied to client success

Collaborative work environment

Job summary

Primeidea in Vadodara is looking for a Product Specialist in wealth management to enhance client engagement and provide expert product advisory. This role emphasizes collaboration with the sales team to clearly communicate financial offerings and address client queries effectively.

The ideal candidate should possess a Bachelor’s degree in Finance or similar, have relevant experience, and hold a mandatory NISM certification. Join Primeidea and be a part of a dynamic and supportive team!

Qualifications

• 1 to 3 years of experience in financial product distribution or wealth management.
• Strong written and verbal communication skills.
• NISM Series V-A certification or equivalent.

Responsibilities

• Engage with clients alongside the sales team to explain product offerings.
• Provide clarity on investment strategies and resolve client queries.
• Evaluate clients’ existing portfolios and present recommendations.

Skills

Client relationship management

Financial product knowledge

Communication skills in English and Gujarati/Hindi

Education

Bachelor’s degree in Commerce, Business Administration, or Finance

Job description

Join PrimeIdea Ventures and take your career to new heights. We offer the support and resources you need to succeed. Let’s grow together.

Position: product specialist wealth management client advisory

Compensation/Salary: ₹3,00,000 P.A. + Performance Incentives

Experience Requirements: 1 to 3 Years (Client Servicing, Mutual Funds, or Financial Product Sales)

Role Overview

We are looking for an energetic and communicative Product Specialist to join our team in Vadodara! This position is highly focused on client engagement and business development support. Working alongside our sales team, you will accompany them to client meetings to serve as our product expert. Your primary goal is to explain our financial offerings clearly, outline the pros and cons of various investment strategies, and resolve investor queries. If you have a passion for personal finance and love helping people gain clarity on their investments, we want you on our team!

Key Responsibilities

• Collaborative Client Engagements: Partner with the sales team, attending client meetings to explain our offerings and serve as the subject matter expert on our financial products.
• Product Advisory: Walk clients through various mutual funds and investment vehicles, detailing the pros and cons of each to ensure complete transparency.
• Query Resolution: Actively listen to client concerns and provide absolute clarity, bridging the gap between technical concepts and simple, actionable advice to build trust.
• Portfolio Presentations: Assist in evaluating clients’ existing portfolios and effectively communicate how our strategies align with their financial goals.
• Create Educational Content: Help draft engaging, easy-to-understand content for our wealth management platforms so investors can benefit from clear product insights.

Our Team will be in touch with you shortly.

Ideal Candidate Profile

• Educational Qualifications: A Bachelor’s degree in Commerce, Business Administration, or Finance (B.Com, BBA, etc.) is required.
• Certifications (Mandatory): NISM Series V-A (Mutual Fund Distributors) or equivalent NISM certification is mandatory for compliance.
• Industry Experience: 1 to 3 years of experience in financial product distribution, client relationship management, or wealth management support.
• Communication Skills: Strong written and verbal communication skills in English and Gujarati/Hindi, with the ability to explain financial data warmly and accessibly.
• Mindset: A client-first approach with a strong inclination towards collaborative sales support and relationship building.
• Performance Incentives: Attractive variable rewards tied to client conversions, query resolutions, and overall business development metrics.

Join Our Team

Are you ready to take your career to the next level? Join our team and be part of an innovative and passionate workplace – apply today!