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Investment Specialist

Investment Specialist

QuickTurtle

5 - 8 years

9 - 13 Lacs

Ahmedabad, Chennai, Surat

Posted:2 days ago| Platform:

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Skills Required

Investment Management investment banking equity broking investment advisory business development financial services sales life insurance fixed deposits relationship management pms portfolio management wealth management mutual funds finance

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. 7)Candidates with Min 5 8 Yrs having deep knowledge of MF, PMS and other Equity product. Preferably should be from Wealth Management background. _

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