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Investment Specialist

Investment Specialist

QuickTurtle

5 - 8 years

6 - 8 Lacs

Ahmedabad Chennai Surat

Posted:5 hours ago| Platform:

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Skills Required

Wealth Management Stock Broking Mutual Fund Equity Advisory PMS IPO AIF LAS Investment Products

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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) Wealth Management, Knowledge of Investments products - Mutual Funds, PMS, Corporate FD, Insurance, PMS - Portfolio Management Services, AIF, Equity Advisory, Location - Surat, Ahmedabad, Chennai, Bangalore,Hyderabad, Mumbai, Trivendrum, Delhi, Vadodra, Kolkata, Pune

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