Investment Specialist - Wealth Management

Role Overview:

As an Investment Specialist, you will be responsible for acquiring and managing clients, designing financial plans, and optimizing investment portfolios. This is an exciting opportunity for those who want to blend sales excellence with financial expertise.

Salary: 3 LPA

Responsibilities:

• Client Acquisition & Relationship Management

  - Acquire new clients and nurture long-term relationships

• Financial Planning

  - Develop tailored financial plans to meet individual client needs and goals (Mutual Funds, PMS and AIF)

• Portfolio Management

  - Monitor and manage client portfolios for optimal performance

• Business Development

  - Identify growth opportunities and expand professional networks

• Market Research

  - Stay updated with equity markets and industry trends to support client advisory

• Client Service

  - Deliver exceptional support to ensure a smooth client experience

Skills:

• Strong client acquisition and relationship management skills
• Financial literacy and passion for wealth management
• Excellent communication & presentation skills
• Analytical mindset with a proactive, result-driven approach
• Freshers or 1+ year experience in finance, sales, or wealth management

Qualifications:

Finance or MBA graduates preferred