
Investment Specialist
3 weeks ago
Role Overview:
As an
Investment Specialist
, you will be responsible for
acquiring and managing clients
,
designing financial plans
, and
optimizing investment portfolios
. This is an exciting opportunity for those who want to blend sales excellence with financial expertise.
Salary: 20-25k onwards
Responsibilities:
- Client Acquisition & Relationship Management
- Acquire new clients and nurture long-term relationships
- Financial Planning
- Develop tailored financial plans to meet individual client needs and goals (Mutual Funds, PMS, AIF and related investment products)
- Portfolio Management
- Monitor and manage client portfolios for optimal performance
- Business Development
- Identify growth opportunities and expand professional networks
- Market Research
- Stay updated with equity markets and industry trends to support client advisory
- Client Service
- Deliver exceptional support to ensure a smooth client experience
Skills:
- Strong sales & client relationship management skills
- Financial literacy and passion for wealth management
- Excellent communication & presentation skills
- Analytical mindset with a proactive, result-driven approach
- 1+ year experience in finance, sales, or wealth management
Qualifications:
Finance or MBA graduates preferred
-
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