Investment Specialist - Hyderabad/Mumbai/Bangalore, India - iimjobs

    iimjobs
    iimjobs Hyderabad/Mumbai/Bangalore, India

    Found in: beBee S2 IN - 1 week ago

    Iimjobs background
    Full time
    Description
    Investment Specialist(VRM)


    Job Title:
    Investment Specialist


    Education :
    Graduate/ MBA/ CA/ CFA

    Experience : - 6 yrs of experience in the wealth segment and a detailed knowledge about selling of Mutual Funds & PMS (Portfolio Management Services) & AIF (Alternate Investment Funds)


    Location:
    Hyderabad,Mumbai, Bangalore


    Preferences :
    Local Candidates with relevant Experience and good Communication Skills

    Working Days:
    Any 6 days Working as per the Requirement


    About the role:
    We are looking for enthusiastic go-getters to join the inbound business team. In this role, you will work with high intent inbound clients with net worth of 50 lakhs and above.

    You will be responsible for helping users understand and to help them invest in Company's PMS (Portfolio Management Services)and MF investment strategies.


    What you will work on:

    • You get prescheduled video meetings with potential clients (portfolio size of 50L & above)
    • Get around 150 Calls booked by clients themselves via Company's Wealth Monitor app every month
    • Interact and convert these highintent inbound leads
    • Showcase Company's portfolio management approach
    • Review customer needs and asset allocation, proactively engage with the customer to validate the understanding of the needs
    • Ensure that KYC/AML and other compliance norms are strictly adhered to
    • Apply strong analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources
    • Provide exceptional client experience

    What we expect:

    • Minimum 2 years of sales experience in financial services like investing fintechs, AMCs etc
    • Excellent communication skills
    • Deep knowledge of either mutual funds or stocks or PMS
    • Ability to explain complex investment methodology to clients in simple terms
    • High ownership and strong stakeholder management skills (both internal and external)

    Certifications Required:
    NISM Mutual Funds & PMS Distributors certificates (required before joining)