About the Job
We are looking for candidates who are aspiring to build a career in the financial advisory industry. We have an opening for an Investment Specialist. Our core product offerings are Mutual Fund, FD, and Govt. Bonds, Debenture. We are a one-stop financial services shop, widely known for the quality of our advice, personalized service, and cutting-edge technology. We started our journey in 2008. Currently, we are serving more than 50,000 investors with a team of 150 members.To meet our expansion goal, we are in the process of expanding our team of Investment specialists. Interested candidates may contact the HR team using the details provided below.
Key Responsibilities:
1. Client engagement activity over the phone.
2. The objective of engagement is to build a sound relationship
3. Exchange the latest update about the new product or any upcoming changes in
4. existing products
5. Increase wallet share from existing clients
6. Increase client base by adding new clients
7. Help existing clients if they have any service issues post-transaction
8. Existing client portfolio reviews at periodic intervals;
9. Showcase investment products (MF, FD, Bonds & Debenture) to clients (prospective
10. as well as existing) which may be of interest to them, or which are on the approved list
11. Assist the client in aligning his or her investments as per his or her needs and risk appetite in line with dynamic asset allocation;
12. Responsible for business growth as well as growth of the client base.
13. An Investment Specialist must have good analytical, mathematical, and communication skills.
14. They must also be able to explain complex financial concepts in a way that clients can understand. Investment Specialists typically need a bachelor's degree in finance, economics, accounting, or a related field. Professional certifications, such as Certified Financial Planner(CFP) or a Chartered Financial Analyst (CFA), will be an added advantage.
Number of Openings
5 openingsSkills
Portfolio Management, Customer Acquisition, Client Interaction, Investment Banking, Client Relationship
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