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.