Financial Markets Expert

2 weeks ago

Ludhiana Amritsar Ambala, India beBeePortfolio Full time US$ 60,000 - US$ 1,20,000
Investment Portfolio Specialist

This is an exciting opportunity to work as an Investment Portfolio Specialist. Your primary goal will be to gather assets and increase client penetration and wallet share. To succeed in this role, you must have a deep understanding of financial markets and a proven track record in selling financial products.

Key Responsibilities:
  • Gather assets for a wide range of investment products, including mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, and Insurance.
  • Achieve Net Equalized Assets collected targets for the mapped client book.
  • Develop an incremental SIP Book.
  • Achieve New Business Development targets by reactivating and acquiring new clients.
  • Ensure regular physical/virtual meetings with all clients.
  • Connect with all mapped Asset clients of the branch to increase AUM, SIP Flow, and Revenue from the mapped book.
Key Skills & Qualifications:
  • A Graduate in any stream with basic knowledge of financial markets across different product lines.
  • At least 2 years of experience in selling financial products and services.
  • NISM VA (for Mutual Funds) certification is preferred.
  • NISM XXI A (for PMS) certification is preferred.
  • Insurance Corporate Agency License (SP Certificate) (for Insurance) is preferred.
  • NISM XIII A (for SIF) certification is preferred.
Benefits:
  • Opportunity to work in a dynamic and growth-oriented environment.
  • Competitive compensation package.
  • Professional development opportunities.
How to Apply:
  1. Review the job description carefully.
  2. Check your qualifications and experience against the requirements.
  3. Submit your application if you feel you are a strong candidate for the role.

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