Investment Specialist

INVESTMENT SPECIALIST IS SENIOR INVESTMENT SP INVESTMENT SPECIALIST IS SENIOR INVESTMENT SPECIALIST Sr IS About Mirae Asset Financial Group Mirae Asset Financial Group was founded in 1997 and has a presence in 19 global markets spanning the Americas Asia Pacific and Europe with a worldwide workforce of 12 576 employees Mirae Asset s total assets under management AUM is USD606 7 billion equity capital is USD15 1 billion and pension business book is USD47 7 billion as of June 2024 Terming itself a Permanent Innovator the Mirae Asset Financial Group s major businesses encompass Wealth Management Global Equities Fixed Income Retirement Individual Pensions Financial Products and Insurance Investment Banking IPO M A Advisory Project Financing Alternative Investments PEF Infrastructure Real Estate REITs ETFs Thematic ETFs Research Insights ETF Model Portfolios Venture Capital Aerospace Robotics Biotechnology AI etc Embracing AI Robo-Advisors AI-based Asset Management To know more about the Mirae Asset Financial Group click here About Mirae Asset Sharekhan Founded in 2000 Mirae Asset Sharekhan nee Sharekhan was one of the first brokers to introduce online trading in India With a client base of over 30 lakh 130 branches and 4 400 business partners Mirae Asset Sharekhan s full-service model is Designed for the serious What differentiates Mirae Asset Sharekhan from discount brokers is our in-house expert research team RMs and branches which are designed to help customers understand the required serious approach and leverage the power of their experience and expertise About the business of Mirae Asset Sharekhan Mirae Asset Sharekhan offers a comprehensive range of trading and investment solutions including equities futures and options portfolio management services research mutual funds and investor education Job Title Investment Specialist Sr Investment Specialist Date Department Super Investor Location Branch Regional Office Sub Department Reports to Direct Regional Head Territory Manager SI Grade if applicable M1 Functional People Management Responsibility Y N N Number of Direct Reportees NA Position Purpose As an IS Sr IS your primary responsibility is to garner asset and generate revenues for the Super Investor client segment by offering asset gathering products like Mutual Funds Lumpsum and SIP PMS AIF Investiger Corporate Fixed Deposits trading and lending products helping client trade better volumes with the help of education driven products and providing protection driven products along with other financial products within Sharekhan as well as third party product providers You will be responsible for cross-selling to the existing customer base of Sharekhan as well as acquiring new customers for the organization As an IS Sr IS your primary objective will be asset gathering and wallet expansion of the client The IS Sr IS will also be responsible for making clients eligible for upgrades to other segments Responsibilities Direct Responsibilities The main responsibility of this channel is to gather assets by offering bouquet of products like asset gathering instruments such as PMS AIF Mutual funds Corporate FD NCD SGB Insurance and any other financial products introduced from time to time along with revenue of broking education interest-oriented instruments to existing clients of Super Investor segment at Sharekhan either through face-to-face situations or through telephonic conversations or both This is a relationship management role and the IS Sr IS will be eligible for incentives in addition to fixed salary Contributing Responsibilities Responsible for gathering assets for investment products such as mutual funds PMS AIF Corporate FD Investiger SGB Insurance and other products launched from time to time Responsible for growing revenues of broking lending products and Sharekhan Education products Add new to SK customers Ensure connect with all mapped Super Investor clients Increase the AUM SIP Flow Revenue from the mapped book Technical Behavioural Competencies Strong communication written skills Fluency in local language is an added advantage Excellent interpersonal skills and must be a team player Must be process oriented and must be willing to learn and adapt Highly self -motivated Specific Qualifications if required Graduate in any stream with basic knowledge of financial markets across different product lines Certifications required for offering various trading insurance and asset products Skills Referential Prior work experience of equity broking insurance and mutual funds through working for a broking asset management or bank is desirable Behavioural Skills Please select up to 4 skills Ability to deliver Results driven Communication skills - oral written Client focused Ability to synthetize simplify Transversal Skills Please select up to 5 skills Ability to develop and adapt a process Ability to understand explain and support change Ability to develop and adapt a process Ability to inspire others generate people s commitment Ability to manage facilitate a meeting seminar committee training Education Level Bachelor Degree or equivalent Experience Level At least 3 years Other Specific Requirements if any Key Performance Indicators KPI