Investment Specialist

6 days ago

Bengaluru, India Workassist Full time

Position: Investment Specialist

Function: Investment Advisor

Industry: Financial Services

Education: PG/Master

Job Summary:

We are seeking an organized and highly responsive Investment Specialist to join our financial services team. The ideal candidate will have a strong background in wealth management and mutual fund sales. This junior leadership role is critical for driving the mutual fund (MF) business, growing the Asset Under Management (AUM), and empowering our branch relationship managers through training, development, and strategic support.

Key Responsibilities:

- Business Development: Drive mutual fund (MF) business by actively engaging with and supporting branch relationship managers.

- Portfolio Management: Conduct regular portfolio reviews for clients to ensure investment strategies are aligned with their financial goals.

- Sales & AUM Growth: Facilitate the growth of MF Asset Under Management (AUM) through effective sales strategies and a deep understanding of market dynamics.

- Training & Development: Provide training and continuous development to branch banking relationship managers, equipping them with the knowledge and tools to succeed.

- Support System: Ensure the availability of a robust support system, including joint calls, new product information, and ongoing training, to help the team achieve their targets.

- Market Intelligence: Maintain a keen eye for market intelligence and competitor activities to inform business strategy and identify new opportunities.

- Compliance & Regulation: Demonstrate thorough knowledge of investment processes and all relevant regulatory guidelines.

Required Skills & Qualifications:

- PG/Master's degree in a relevant field.

- Proven experience in Private Wealth, Wealth Management, or as an Investment Advisor/Counsellor.

- Strong background in Mutual Fund sales.

- Exceptional communication skills with an assertive attitude.

- Good analytical skills with a keen eye for detail.

- A strong ability to follow up and see tasks through to completion.

- Highly organized and a natural networker.

(ref:iimjobs.com)

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