Investment Consultant
3 weeks ago
About the Role :
We are seeking an Investment Specialist to join our inbound business team. This role involves guiding high-net-worth clients through personalized investment solutions, focusing on our company's PMS and MF strategies. The successful candidate will engage with pre-qualified clients and convert them into successful investments. They will also develop client relationships, build rapport, and ensure compliance with regulatory requirements.
Job Description :
The Investment Specialist will have a minimum of 2 years of sales experience in financial services. They must have excellent communication and presentation skills to engage and educate clients. Deep knowledge of mutual funds, stocks, or PMS is required, along with the ability to translate complex financial concepts into layman's terms. Strong organizational skills and a focus on building successful client relationships are essential for this role.
Key Responsibilities :
- Guide pre-qualified clients through personalized investment solutions.
- Engage with high-intent inbound leads generated through our Wealth Monitor app.
- Develop client relationships and build rapport.
- Ensure compliance with KYC/AML and other regulatory requirements.
Benefits :
- Opportunity to work with a dynamic inbound business team.
- Chance to develop strong client relationships and achieve financial success.
Salary :
Rupees Eight Hundred Thousand per annum (approximately $10,000 USD).
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