Investment Specialist

Year    Hyderabad, Telangana, India

Job Description

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Position Purpose As an IS / Sr. IS, your primary responsibility is to garner asset and generate revenues for the Super Investor client segment by offering asset gathering products like Mutual Funds (Lumpsum and SIP), PMS, AIF, Investiger, Corporate Fixed Deposits, trading and lending products, helping client trade better volumes with the help of education driven products and providing protection driven products along with other financial products within Client as well as third party product providers. You will be responsible for cross-selling to the existing customer base of Client as well as acquiring new customers for the organization. As an IS / Sr. IS, your primary objective will be asset gathering and wallet expansion of the client. The IS / Sr. IS will also be responsible for making clients eligible for upgrades to other segments Responsibilities: Direct Responsibilities The main responsibility of this channel is to gather assets by offering bouquet of products like asset gathering instruments, such as PMS, AIF, Mutual funds, Corporate FD, NCD, SGB, Insurance and any other financial products introduced from time to time along with revenue of broking, education, interest-oriented instruments to existing clients of Super Investor segment at client either through face-to-face situations or through telephonic conversations or both. This is a relationship management role and the IS / Sr. IS will be eligible for incentives in addition to fixed salary. Contributing Responsibilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Responsible for growing revenues of broking, lending products and Client Education products Add new to SK customers. Ensure connect with all mapped Super Investor clients. Increase the AUM, SIP Flow & Revenue from the mapped book. Technical & Behavioral Competencies Strong communication & written skills Fluency in local language is an added advantage. Excellent interpersonal skills and must be a team player. Must be process oriented and must be willing to learn and adapt. Highly self \xe2\x80\x93motivated Specific Qualifications Graduate in any stream with basic knowledge of financial markets across different product lines. Certifications required for offering various trading, insurance and asset products. Prior work experience of equity broking, insurance and mutual funds through working for a broking, asset management or bank is desirable Ability to deliver / Results driven Communication skills - oral & written Client focused Ability to synthetize / simplify Transversal Skills:(Please select up to 5 skills) Ability to develop and leverage networks Ability to understand, explain and support change Ability to develop and adapt a process Ability to inspire others & generate people\'s commitment Ability to manage / facilitate a meeting, seminar, committee, training... Education Level: Bachelor Degree or equivalent Experience Level: At least 3 Years for IS and At least 5 years for Sr. IS Job Type: Full-time Pay: 800,000.00 - 1,400,000.00 per year Benefits:
  • Health insurance
Schedule:
  • Day shift
Experience:
  • total work: 4 years (Required)
Work Location: In person Speak with the employer
+91 9008161362

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Job Detail

  • Job Id
    JD3304544
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Hyderabad, Telangana, India
  • Education
    Not mentioned
  • Experience
    Year