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Investment Specialist

Investment Specialist

QuickTurtle

5 - 8 years

6 - 8 Lacs

ahmedabad

Posted:2 months ago| Platform:

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Skills Required

sales pms mf wealth management mutual funds financial analysis investment banking investment advisory equity broking financial services fixed deposits relationship management portfolio private banking portfolio management 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.

8) BFM MCOM MBA Finance or equivalent , with NISM 5A & 8 certification.

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Investment Specialist