Investment Specialist

3 weeks ago

Bengaluru, India Workassist Full time

Work Level
: Junior Leadership

Core
: Organized, Networking

Leadership
: Responsive

Industry Type
: Financial Services

Function
: Investment Advisor

Key Skills
: Private Wealth,Wealth Management,Investment Advisor,Investment Counsellor,Investment Counseller,Investment Specialist,Mutual Fund,Mutualfund sales,PMS

Education
: PG/ Master

Note: This is a requirement for one of the Workassist Hiring Partner.

Roles & Responsibility

  • Driving MF business through Branch Relationship Managers , doing portfolio reviews.
  • Facilitating growth of MF Asset under Management.
  • Training and development of Relationship Managers- Branch Banking.
  • Ensuring the availability of support system like training, joint calls new product information to achieve the results.
  • Thorough knowledge of Investment processes and Regulatory Guidelines.
  • Strong Communication skills with assertive attitude.
  • Good analytical skills & eye for details.
  • Keen eye for market intelligence and competition.
  • Strong follow up ability & keene.

Company Description

Workassist is an online recruitment and employment solution platform based in Lucknow, India. We provide relevant profiles to employers and connect job seekers with the best opportunities across various industries. With a network of over 10,000+ recruiters, we help employers recruit talented individuals from sectors such as Banking & Finance, Consulting, Sales & Marketing, HR, IT, Operations, and Legal.

We have adapted to the new normal and strive to provide a seamless job search experience for job seekers worldwide. Our goal is to enhance the job seeking experience by leveraging technology and matching job seekers with the right employers.

For a seamless job search experience, visit our website:

(Note: There are many more opportunities apart from this on the portal. Depending on the skills, you can apply for them as well).

So, if you are ready for a new challenge, a great work environment, and an opportunity to take your career to the next level, don't hesitate to apply today. We are waiting for you

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