Investment Portfolio Manager

3 weeks ago


Bengaluru, Karnataka, India Hireginie Talent Cloud Pvt Ltd Full time

About the Role :

We are looking for an experienced Investment Specialist (VRM) to join our team at Hireginie Talent Cloud Pvt Ltd. As an Investment Specialist, you will play a crucial role in helping high-net-worth clients achieve their financial goals.

Key Responsibilities :

  • Becoming a trusted advisor to guide pre-qualified clients through personalized investment solutions.
  • Driving conversions by engaging with high-intent inbound leads and converting them into successful investments.
  • Developing client relationships by building rapport and understanding individual needs and asset allocation.
  • Championing compliance by strictly adhering to KYC/AML and other regulatory requirements.
  • Mastery of the market by leveraging analytical skills to research and explain complex financial information.
  • Delivering exceptional service by prioritizing client satisfaction and exceeding expectations.

Required Skills and Qualifications :

  • Minimum 2 years of sales experience in financial services.
  • Excellent communication and presentation skills.
  • Deep knowledge of either mutual funds, stocks, or PMS, with the ability to translate complex financial concepts into layman's terms.
  • NISM Mutual Funds and PMS Distributors certificates must be obtained before joining.

Salary and Benefits :

The estimated salary for this role is ₹12,00,000 - ₹18,00,000 per annum, depending on experience. We offer a comprehensive benefits package, including opportunities for growth and development.



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