Grow Your Career as an Investment Growth Specialist

3 days ago


Lucknow, Uttar Pradesh, India beBeeInvestment Full time ₹ 1,50,000 - ₹ 28,00,000
Investment Growth Specialist Job Description

Grow revenues from diverse investment products, including broking, lending, and insurance services.

  • Identify new business opportunities for Sharekhan Education and Insurance products.
  • Maintain assets under management by selecting suitable investment products such as mutual funds, PMS, AIF, and other offerings.
  • Expand customer base through strategic outreach and engagement.
  • Upskill or reposition existing clients to higher revenue segments.
  • Increase Asset Under Management (AUM) and revenue from assigned portfolio.
Key Responsibilities:
  1. Foster growth in the revenue of various investment products.
  2. Develop a thorough understanding of client needs and preferences to offer tailored solutions.
  3. Stay updated on market trends and regulatory requirements to ensure compliance and optimal returns.
  4. Collaborate with cross-functional teams to enhance product offerings and improve customer experience.
Benefits and Challenges:

This role offers a unique blend of sales, marketing, and financial acumen. As an Investment Growth Specialist, you will be challenged to identify and capitalize on emerging opportunities while maintaining strong relationships with clients.

The ideal candidate should possess a mix of business acumen, interpersonal skills, and analytical capabilities to drive growth and success in this role.

Requirements:
  • Proven track record of driving revenue growth in a fast-paced sales environment.
  • Strong understanding of investment products and their applications.
  • Excellent communication and negotiation skills.
  • Ability to work effectively in a team and adapt to changing priorities.
About the Role:

This is an exciting opportunity for a motivated and results-driven professional to take on a key role in driving business growth and expansion.

The successful candidate will have a proven ability to build strong relationships, identify new business opportunities, and drive revenue growth.



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