Investment Specialist For a renowned financial services company

Job Description:

Direct Responsibilities

The main responsibility of this channel is to grow revenue by offering bouquet of products like broking, education, insurance, interest oriented instruments and asset gathering instruments, such as PMS, AIF, Mutual funds, Corporate FD, NCD, SGB and any other financial products introduced from time to time, to existing clients either through face to face situations or through telephonic conversations or both. This is a relationship management role and the IS / Sr. IS will be eligible for incentives in addition to fixed salary. Contributing Responsibilities

• Responsible for growing revenues of broking, lending products, Education and Insurance products

• Responsible for gathering assets for investment products such as mutual funds, PMS, AIF and other products launched from time to time

• Add new to existing customers

• Upgrade / Move clients to other segments

• Increase the AUM & Revenue from the mapped book

Technical &Behavioral Competencies

• Strong communication & written skills

• Fluency in local language is an added advantage

• Excellent interpersonal skills and must be a team player

• Must be process oriented and must be willing to learn and adapt

• Highly self –motivated

Desired Profile / Criteria / Skills :

Specific Qualifications (if required)

• Graduate in any stream with basic knowledge of financial markets across different product lines

• Certifications required for offering various trading, insurance and asset products Skills Referential: Prior work experience of equity broking, insurance and mutual funds through working for a broking, asset management or bank is desirable

Behavioral Skills:

Ability to deliver / Results driven Communication skills - oral & written Client focused Ability to synthetize / simplify Transversal

Skills:

Ability to develop and leverage networks Ability to understand, explain and support change Ability to develop and adapt a process Ability to inspire others & generate people's commitment Ability to manage / facilitate a meeting, seminar, committee, training

Offered Benefits / Facilities :

•   Incentives & Mapped book