Now Hiring: Investment Specialists For a Reputed Public Sector Bank

Investment Specialist (IS) Leading Public Sector Bank

Location:

leading Public Sector Bank

Key Responsibilities

• Assist Relationship Managers and Wealth Teams in providing investment guidance to clients.
  
• Advise clients on a range of financial products including Mutual Funds, Fixed Income, Structured Products, and Alternate Investments.
  
• Conduct

  financial needs analysis, risk profiling

  , and

  periodic portfolio reviews

  for clients.
• Prepare and deliver presentations on investment strategies and market views.
  
• Research new investment opportunities and contribute to internal product recommendations.
  
• Ensure compliance with

  AMFI, IRDA, and NISM

  certification requirements.
• Coach and support the Wealth team on latest investment trends and products.
  

Educational Qualifications (as on 01.05.2025)

Mandatory:

• Post Graduate Degree / Diploma in

  Finance / Accountancy / Business Management / Commerce / Economics / Capital Markets / Banking / Insurance / Actuarial Science

  from a recognized University / Institution

  OR

• Professional qualification such as

  CA / CFA

Preferred:

• CA / CFP / CFA / NISM Investment Advisor / Research Analyst Certificate / NISM 21-A Certification

Experience

• Minimum

  6 years of post-qualification experience

  as an Investment Advisor / Counsellor / Officer / Product Specialist in

  Wealth Management Firms / AMCs / Banks / Financial Institutions.

Skills Required

• Sound knowledge of investments and capital markets across asset classes.
  
• Strong analytical and presentation skills.
  
• Expertise in portfolio management, asset allocation, and risk management.
  
• Excellent communication and interpersonal skills.
  
• Ability to work collaboratively with Wealth and Relationship teams.
  

Why Join Us

• Opportunity to work with a

  leading PSU Bank

  offering stability, growth, and exposure to a wide range of investment products.
• Dynamic and performance-driven work environment.
  
• Attractive compensation structure aligned with experience and market standards.
  

Interested candidates

• Current Organization & Designation
  
• Total Experience
  
• Current & Expected CTC
  
• Notice Period
  

Email your resume to:nehashirsat09@gmail.com

Warm Regards,

TMI Network