Investment Specialist -Graduate Freshers Apply

Skills:
Portfolio Management, Investment Strategies, Financial Services, Investment Advisory Services, relationship manager, Investment Banking,
JD: Investment Specialist
We are looking for candidates who are aspiring to build career in financial advisory industry.
We have opening for Investment Specialist. Our core product offering is Mutual Fund, FD,
Govt. Bonds, Debenture, etc.
Company Profile
We are a one-stop financial services shop, widely known for quality of its advice,
personalized service and cutting-edge technology. We started our journey in 2008. Currently
we are serving more than 50,000 investors with a team of 150 members.
To meet our expansion goal, we are in a process of expanding our team of Investment
specialists. Interested candidate may be in touch with HR team as per details given below.
What you can expect from this profile
Deep understanding on products like Mutual Fund, Corporate Fixed Deposit, RBI
Bond, Non-Convertible Debenture (NCD) and 54EC Capital Gain Bond
Deep understanding about capital market, fixed income market, commodity market
especially precious metals, real estate, economy and various sectors.
Regular interaction and sessions with Fund Managers
Need to keep a track on Global Market activity, Govt. Policies, Central Banks Policies
all over the world, Inflation and other many factors
What you should have
Keen interest to build career in financial industry especially in investment domain
(personal finance)
You should be good at maths and calculations.
You should love Reading.
You should know how to open conversation to unknown.
Excellent communication skill over phone.
What We Expect From You
Client engagement activity over phone.

• Objective of engagement is to build sound relationship
• Exchange latest update about new product or any upcoming changes in
  

existing products

• Increase wallet share from existing clients
• Increase client base by adding new client
• Help existing client if they have any service issues post transaction
• Existing client portfolio reviews at periodic intervals;
  

Showcase investment products (MF, FD, Bonds & Debenture) to clients (prospective
as well as existing) which may be of interest for them or which are on the approved
list;
Assist the client in aligning his or her investments as per his or her needs, and risk
appetite in line with dynamic asset allocation;
Responsible for business growth as well as growth of client base.
Investment Specialist must have good analytical, mathematics, and communication skills.
They must also be able to explain complex financial concepts in a way that clients can
understand. Investment Specialist typically need a bachelors degree in finance, economics,
accounting, or a related field. Professional certifications, such as Certified Financial Planner
(CFP) or Chartered Financial Analyst (CFA) will be an added advantage.