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Investment Specialist

5 - 8 years

6 - 8 Lacs

Chennai, Ahmedabad, Surat

Posted:3 months ago| Platform: Naukri logo

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Skills Required

Wealth Management Mutual Funds Portfolio Management Services Corporate FD Equity Advisory Insurance IPO LAS

Work Mode

Work from Office

Job Type

Full Time

Job Description

1) Primary responsibility is to garner asset and generate revenues for the Super Investor client segment by offering -Mutual Funds (Lumpsum and SIP), PMS, AIF, Corporate Fixed Deposits, Equity Broking & lending products. 2) Increase the AUM, SIP Flow & Revenue from the Client Base Existing and newly acquired. 3) Dissemination of product recommendations messages to allocated client 4) Effective handling of client queries. 5) Dissemminating Fundamental research recommendations to meet investing requirements of allocated clients. 6) Constant efforts on direct databases for activation / reactivation / retention of clients. BFM / MCOM / MBA Finance or equivalent , with NISM 5A & 8 certification Location - Surat, Ahmedabad, Chennai, Bangalore,Hyderabad, Mumbai, Trivendrum, Delhi, Vadodra, Kolkata, Pune

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