Investment product specialist

Role Overview: As the ideal candidate for this role, you should possess a strong knowledge of various investment products, including mutual funds, bonds, insurance, AIFs, etc. Your role will involve utilizing this knowledge to conduct financial modeling and effectively evaluate different products. Excellent communication and presentation skills are crucial as you will interact with clients regularly. A client-oriented approach with a consultative sales mindset will help you in understanding and meeting the needs of the clients. Familiarity with financial regulations and compliance is essential to ensure adherence to relevant guidelines. Key Responsibilities: - Possess a strong knowledge of various investment products such as mutual funds, bonds, insurance, AIFs, etc. - Conduct financial modeling and evaluate different products effectively. - Interact with clients regularly, requiring excellent communication and presentation skills. - Adopt a client-oriented approach with a consultative sales mindset to understand and meet client needs. - Ensure adherence to financial regulations and compliance guidelines. Qualifications Required: - Strong knowledge of investment products such as mutual funds, bonds, insurance, AIFs, etc. - Analytical mindset with the ability to conduct financial modeling. - Excellent communication and presentation skills. - Client-oriented approach with a consultative sales mindset. - Familiarity with financial regulations and compliance. Additional Company Details: The company offers a Full-time, Permanent position suitable for Freshers, providing benefits like Provident Fund and a performance bonus. The work schedule includes Day shift and Morning shift, with the work location being in-person, offering a dynamic and collaborative environment for the right candidate.,