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Investment Specialist

Investment Specialist

QuickTurtle

5 - 8 years

7 - 10 Lacs

Chennai, Bengaluru, Surat

Posted:1 day ago| Platform:

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Skills Required

Wealth Management brokerage investment banking investment advisory business development cross selling capital market financial services derivatives relationship management pms mf mutual funds

Work Mode

Work from Office

Job Type

Full Time

Job Description

1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Equity Brokerage and Cross Selling Targets of Investment viz Mutual Funds, PMS, AIF, Loan products, Corporate FDs. 3) Disimination of product recommendations messages to allocated client using compliant messaging systems. 4) Effective handling of client queries thus ensuring efficient client enagagement. 5) Application of technicals analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades. 6) Dissemminating Fundamental research recommendations to meet investing requirements of allocated clients. 7) Efficient management of allocated book and achievement of the targetted revenues from this allocated book with a constant endeavour to grow the book over the time. 8) Constant efforts on direct databases for activation reactivation retention of clients. 9) To ensure the desired NPS score is achieved. Candidates with Min 5 8 Yrs having deep knowledge of MF, PMS and other Equity product (preferably from Wealth Management background) _ Location : - Trivendrum, Delhi, Vadodra, Chennai, Bengaluru, Surat, Mumbai, Hyderabad, Ahmedabad, Kolkata, Pune

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