Investment Specialist

Are you passionate about finance and eager to make a difference in the world of investments Ready 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 include 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 on the platform and explaining them to clients in a simple manner. Creating customized portfolios based on clients" requirements and 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 clients and improvising as required. Understanding market trends and their impact on portfolios. The ideal candidate should have 2+ years of experience in digital/virtual client acquisition (BFSI preferred). 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.,