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Wealth Product Specialist
- Pins Job Official
- Sep 24, 2025
- 1 min read
HDFC Bank (Mumbai)
Role Overview:Work with Relationship Managers to provide product expertise and drive sales of wealth/investment products.
Key Responsibilities:– Train & support RMs on mutual funds, insurance, PMS, AIFs.– Conduct client meetings jointly with RMs.– Track product performance, generate MIS.
Skills & Qualifications:– Graduate/Postgraduate, NISM certified preferred.– 3-5 years’ experience in wealth/investment products.
Benefits:– Salary + performance bonus.– Access to premium clientele.
