Job Description

- Investment Specialist

The job-responsibilities mentioned here are representations on a broader spectrum. The actual work may
include some deviation from these.

JOB DESCRIPTION

Position:

Investment Specialist (Client Relationship)

Location:

Pune

RESPONSIBILITIES

The private wealth specialist will be responsible for managing HNI client relationships and providing
customized investment solutions to meet their needs.

New client acquisition is a key area, creating a value addition pool with concrete establishment of
relationship channel is something which is highly essential and expected to be achieved by the candidate.

The investment specialist will work in close coordination with the leadership team to ensure efficient service
delivery

EDUCATION & EXPERIENCE

Bachelor's degree in Commerce, Science, Finance, Business Administration, Economics, MBA in Finance or
a related field (preferably passed with distinction or first class)

2-3 years of relevant experience in financial product distribution preferred. Freshers can also apply.
NISM VA certification mandatory, NISM XA & XB / CFP is preferred.

SKILLS & ATTRIBUTES

Excellent communication and interpersonal skills. Fluency in English is mandatory for this role.
Understanding and speaking fluently in Marathi, Hindi and Gujrati will be an added advantage.
Ability to handle ultra HNI clients and guiding them on their investment portfolios (on job induction training
will be provided).

Strong understanding of financial products, equity markets and fixed income securities.
Proven track record of building and maintaining successful client relationships.
Target oriented.
Ability to prioritize and manage multiple tasks effectively.
Job Types: Full-time, Permanent

Pay: ₹300,000.00 - ₹500,000.00 per year

Work Location: In person

Speak with the employer

+91 8828410508