Investment Specialist

14 hours ago


Ernakulam, India SquareLeague Asset Management Full time

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



  • Cochin / Kochi / Ernakulam, Kottayam, India beBeeCustomerService Full time ₹ 4,00,000 - ₹ 8,00,000

    Key Responsibilities:Identify high-spending customers and implement strategies to reduce their transactions.Monitor and control depleting customer accounts.Optimize service delivery for Band 1 and Band 2 customers.Preferred Candidate Profile:MBA graduate or experienced professional.Role Overview:Full-time bank teller/clerk position in the BFSI...


  • Ernakulam, India Cyrix Healthcare Full time

    India LOCATION Kochi, Kerala Bangalore, Karnataka- WORK LOCATION TYPE On-site- DATE POSTED - CATEGORY Marketing Job summary: We seek a highly motivated and experienced Digital Marketer/Digital Marketing Specialist to build & supercharge our digital marketing efforts, drive business growth, and make our customers' digital journeys amazing You will be...


  • Ernakulam, India FinE Empowerment-for-everyone Full time

    Job Title: Director – Technology (Visionary Board Member & Co-Builder) Reports To: CEO & Founding Board Company: FinE – Integrated Financial Ecosystem Let's Build This Together. At FinE, we're not offering another job. We're offering a mission. A mission to redefine how India learns, grows, invests, and banks. A mission to build the most inclusive,...


  • Ernakulam, India SIBAS Full time

    **About Us** SIBAS is an innovative and fast growing Consulting, Strategy and Resource service provider that aims to assist clients with high-level tasks that require technical knowledge, experience, skills and expertise. Our purpose is to make business and state sustainable. We focus on delivering high quality service to our clients, giving them access to...


  • Ernakulam, India Kyndryl Full time

    Who We Are At Kyndryl, we design, build, manage and modernize the mission-critical technology systems that the world depends on every day. So why work at Kyndryl? We are always moving forward – always pushing ourselves to go further in our efforts to build a more equitable, inclusive world for our employees, our customers and our communities. The Role...


  • Ernakulam, India Kyndryl Full time

    Who We Are At Kyndryl, we design, build, manage and modernize the mission-critical technology systems that the world depends on every day. So why work at Kyndryl? We are always moving forward – always pushing ourselves to go further in our efforts to build a more equitable, inclusive world for our employees, our customers and our communities. The Role...

  • 07bP - Security

    13 hours ago


    Ernakulam, India Kyndryl Full time

    Who We Are At Kyndryl, we design, build, manage and modernize the mission-critical technology systems that the world depends on every day. So why work at Kyndryl? We are always moving forward – always pushing ourselves to go further in our efforts to build a more equitable, inclusive world for our employees, our customers and our communities. The Role Are...

  • Security Engineer

    14 hours ago


    Ernakulam, India myGwork - LGBTQ+ Business Community Full time

    This job is with Kyndryl, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. Who We AreAt Kyndryl, we design, build, manage and modernize the mission-critical technology systems that the world depends on every day. So why work at Kyndryl? We are always...


  • Kottayam, Cochin / Kochi / Ernakulam, India beBeeInsurance Full time US$ 60,000 - US$ 1,20,000

    As a successful Business Development Manager, you will be responsible for building a strong and sustainable distribution network.The role requires excellent leadership and team management skills to drive business growth and success.You will also need to possess strong communication, negotiation, and client service abilities to deliver exceptional...


  • Cochin / Kochi / Ernakulam, Chennai, Bengaluru / Bangalore, India beBeeRelationship Full time

    Relationship Manager - Non-ResidentThe successful candidate will have experience in relationship management, preferably handling NRI or HNW clients in banking. Key responsibilities include achieving revenue and business targets by acquiring, retaining, and upgrading customer relationships.Achieve assigned revenue and business targets by expanding existing...