Investment Analyst – Inside Sales

2 weeks ago


Bengaluru, India Creddinv Technologies Pvt Ltd Full time

Role Overview:

We are seeking a highly motivated Investment Analyst with a focus on Sales to join our dynamic team. The ideal candidate will have a strong background in investment research and analysis, coupled with a proven track record in sales and client relationship management.


Key Responsibilities:

  • Conduct thorough market research and financial analysis to identify investment opportunities.
  • Develop and maintain client relationships, ensuring a strong pipeline of prospects.
  • Present investment solutions and strategies to clients, tailoring offerings to meet their needs.
  • Collaborate with internal teams to create compelling sales pitches and proposals.
  • Monitor market trends, economic developments, and industry news to provide timely insights to clients.
  • Prepare and deliver presentations, reports, and recommendations to clients and stakeholders.
  • Achieve and exceed sales targets, contributing to the overall growth of the firm.


Qualifications and Skills:

  • Bachelor's degree in Finance, Economics, Business Administration, or a related field (Master's/MBA is a plus).
  • 3 to 5 years of experience in investment analysis, sales, or a related field.
  • Strong knowledge of financial markets, investment products, and portfolio management principles.
  • Excellent communication and interpersonal skills with a client-focused mindset.
  • Proficiency in financial modelling, Excel, and CRM tools.
  • Ability to work independently and as part of a team in a fast-paced environment.



Benefits

  1. Competitive salary and benefits package.
  2. Opportunities for professional growth and development.
  3. Dynamic and collaborative work environment.
  4. Flexible work arrangements.

 

If you are passionate about building cutting-edge investment products and possess the skills and experience, we are looking for, we encourage you to apply and join our team




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