Investment Specialist

As an Investment Specialist, you will have the opportunity to be part of a dynamic team focused on portfolio management, investment advisory services, mutual funds, and wealth management services. In line with our expansion goals, we are looking to grow our team of Investment specialists. If you are interested in this exciting opportunity, we encourage you to get in touch with our HR team using the details provided below. In this role, you can expect to gain a deep understanding of products such as Mutual Funds, Corporate Fixed Deposits, RBI Bonds, Non-Convertible Debentures (NCDs), and 54EC Capital Gain Bonds. You will also develop insights into the capital market, fixed income market, commodity market (especially precious metals), real estate, economy, and various sectors. Regular interactions and sessions with Fund Managers will further enhance your knowledge and expertise. To excel in this position, you should possess a keen interest in building a career in the financial industry, particularly in the investment domain related to personal finance. Strong mathematical skills, a passion for reading, and the ability to initiate conversations with unknown individuals are essential qualities for this role. Additionally, excellent communication skills, especially over the phone, will be key to engaging with clients effectively. In this role, your responsibilities will include engaging with clients over the phone to build strong relationships, sharing updates on new products or changes in existing products, increasing wallet share from existing clients, expanding the client base by acquiring new clients, addressing any service issues post-transaction, conducting periodic portfolio reviews for existing clients, and showcasing investment products such as Mutual Funds, Fixed Deposits, Bonds, and Debentures to clients. As an Investment Specialist, you will play a crucial role in helping clients align their investments with their needs and risk appetite through dynamic asset allocation. Your analytical, mathematical, and communication skills will be instrumental in explaining complex financial concepts to clients in a clear and understandable manner. A bachelor's degree in finance, economics, accounting, or a related field is typically required for this role, and professional certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) would be advantageous in enhancing your expertise and credibility. If you are passionate about the financial industry and possess the necessary skills and qualifications, we welcome you to explore this rewarding opportunity to contribute to business growth and the expansion of our client base as an Investment Specialist.,