Investment Solutions Specialist

5 days ago

Pune Hyderabad Secunderabad Telangana Cochin Kochi Ernakulam, India beBeeInvestment Full time ₹ 6,00,000 - ₹ 12,00,000
Investment Solutions Specialist

We are seeking a skilled and experienced Investment Solutions Specialist to join our team. As an Investment Solutions Specialist, you will be responsible for identifying new business opportunities, building and maintaining relationships with clients, and providing personalized investment solutions.

Key Responsibilities:
  • Demat & Trading account opening through direct sales, cold calling, networking, and references.
  • Building and maintaining relationships with clients, understanding their investment needs, and providing tailored investment solutions.
  • Identifying new business opportunities within assigned clusters of key accounts, cross-selling financial products such as Mutual Funds, PMS, AIF, Structured Products, Insurances.
  • Serving as the primary point of contact for key accounts, addressing queries, and providing exceptional customer service to ensure client retention.
  • Developing and implementing strategic plans and initiatives to grow the business with key accounts.
  • Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics.
  • Staying up-to-date with market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making.
Required Skills and Qualifications:
  • Acquisition of Demat & Trading Accounts
  • Knowledge of Investment Products
  • Equity Sales
  • Demat
  • Stock Broking
  • Trading Accounts
Benefits:

This role offers a challenging and rewarding opportunity to build a successful career in investment solutions. You will have the chance to work with a talented team, develop your skills, and achieve your professional goals.

Others:

If you are a motivated and results-driven individual with a passion for investment solutions, we encourage you to apply for this exciting opportunity.

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