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Investment Specialist

1 - 3 years

8 - 12 Lacs

Chennai

Posted:1 week ago| Platform: Naukri logo

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Skills Required

Interpersonal skills Financial markets Sales Bfsi financial products Client acquisition Investment

Work Mode

Work from Office

Job Type

Full Time

Job Description

Are you passionate about finance and eager to make a difference in the world of investmentsReady to make your mark in the world of finance AssetPlus is searching for a talented Investment Specialist to join our team and embark on an exciting journey towards financial empowerment. Key responsibilities Talking to prospective leads to understand their investment needs, risk tolerance and financial goals Engaging with existing clients to provide personalized financial advice and create relationships. . Understanding the financial products available in the platform and explaining them to the clients in a simple manner Creating customized portfolios based on the clients requirements Generating sales across products for existing clients Working on being the single point of contact for all further investment needs of the client Holding portfolio review meetings with the clients and improvising as required Understanding market trends and their impact on portfolios. Requirements 2+ years experience in digital/virtual client acquisition (BFSI preferred but not mandatory) Working knowledge and interest in personal finance, financial markets and investments Excellent communication and interpersonal skills. Ability to build and maintain strong client relationships Location: Chennai (Work from Office) Compensation: Based on experience and current CTC

More Jobs at Assetplus

Investment Specialist

Chennai

1.0 - 3.0 yrs
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INR 8 - 12 Lacs

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