Investment Product Specialist

2 days ago

Ahmedabad, Gujarat, India beBeeInvestment Full time ₹ 6,00,000 - ₹ 12,00,000

Cater to the investment needs of mass affluent clients by recommending suitable products. These include mutual funds, portfolio management services, alternative investment funds, private equity, stocks, unlisted shares, bonds, direct equity, and equity advisory products.

Key Responsibilities:
  • Meet the required asset under management (AUM), investor acquisition, and AUM targets for assigned areas.
  • Deliver customized wealth advice to high net worth individual (HNI) customers in a timely manner.
  • Regularly review clients' portfolios to ensure alignment with their investment objectives.
  • Collaborate with branch teams on joint calls to achieve shared goals.
Required Skills and Qualifications:
  • Strong understanding of various investment products and their suitability for different client profiles.
  • Excellent communication and interpersonal skills to effectively engage with clients and internal stakeholders.
  • Ability to work independently and as part of a team to achieve business objectives.
  • Proven track record of meeting or exceeding sales targets and delivering high-quality service to clients.
Benefits:
  • Opportunity to grow professionally and personally in a dynamic and rewarding career.
  • Competitive compensation package and benefits that recognize individual performance and contributions.
Others:
  • Frequent opportunities for training and development to enhance product knowledge and sales skills.

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