Senior Investment Product Specialist

2 days ago


Delhi, Delhi, India beBeeInvestment Full time ₹ 5,00,000 - ₹ 10,00,000

**Role Overview**

We are seeking a seasoned professional to cater to the sophisticated investment needs of mass affluent clients. The ideal candidate will provide tailored wealth advice and drive significant asset under management (AUM) and investor acquisition targets.

Key Responsibilities:

  • Recommend products such as Mutual Funds (MF), Portfolio Management Services (PMS), Alternate Investment Funds (AIF), Private Equity (PE), Structured Products (SP), Unlisted Shares, Bonds, Direct Equity, and Equity Advisory Products.
  • Meet AUM, investor acquisition, and AUM targets for assigned areas.
  • Deliver customized wealth advice to HNI customers in a timely manner.
  • Review clients' portfolios regularly to ensure alignment with their investment objectives.
  • Collaborate with the branch team to foster engagement and client satisfaction.

Required Skills and Qualifications

  • Strong knowledge of investment products and services.
  • Excellent communication and interpersonal skills.
  • Ability to build strong relationships with clients.
  • Proven track record of driving AUM and investor acquisition growth.

Benefits

  • Opportunity to work with high net worth individuals.
  • Chance to develop expertise in investment products and services.
  • Collaborative and dynamic work environment.

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