Investment product specialist

0 - 4 years

0 Lacs

Posted:3 days ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As a candidate for this role, you should have a strong knowledge of various investment products such as mutual funds, bonds, insurance, AIFs, etc. Your analytical mindset will be crucial for conducting financial modeling and evaluating different products effectively. Excellent communication and presentation skills are essential as you will interact with clients regularly. A client-oriented approach with a consultative sales mindset will help you understand and meet the needs of the clients. It is important to be familiar with financial regulations and compliance to ensure adherence to the relevant guidelines. - Strong knowledge of various investment products such as mutual funds, bonds, insurance, AIFs, etc. - Ability to conduct financial modeling and evaluate different products effectively - Excellent communication and presentation skills - Client-oriented approach with a consultative sales mindset - Familiarity with financial regulations and compliance As a Full-time, Permanent position suitable for Freshers, this role offers benefits such as Provident Fund and a performance bonus. The work schedule includes Day shift and Morning shift, providing a dynamic and collaborative work environment at the in-person work location.,

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