Investment Advisor

6 days ago

Hyderabad Telangana, India Talentroof Infotech Private Limited Full time

**Job Title**: Investment Specialist / Sr. Investment Specialist
**Department**: Super Investor
**Reports to**: Regional Head / Territory Manager SI
**Location**: Branch / Regional Office
**Grade**: M1 (Functional)
**People Management Responsibility**: No

**NISM - 5A**

**Direct Responsibilities**
- **Asset Gathering**: Offer a range of asset-gathering products, including Mutual Funds, PMS, AIF, Corporate Fixed Deposits, SGBs, Insurance, and other financial instruments introduced periodically.
- **Client Management**: Manage and deepen relationships with existing Super Investor clients through face-to-face interactions and telephonic conversations.
- **Revenue Generation**: Drive revenues from broking, education, and lending products while meeting and exceeding sales targets.
- **Cross-Selling**: Leverage Sharekhan's product suite to cross-sell investment and financial products.

**Contributing Responsibilities**
- Grow and manage assets under management (AUM), SIP flows, and revenue from the mapped client book.
- Add new clients to the Sharekhan portfolio and increase client engagement.
- Ensure regular touchpoints with all assigned Super Investor clients to address their financial needs.
- Promote Sharekhan’s education and training products to help clients trade better volumes.

**Qualifications and Skills**

**Educational Qualifications**
- Bachelor’s Degree in any stream.
- Certifications required for offering trading, insurance, and asset products are mandatory.

**Experience**
- At least 3 years of experience in equity broking, insurance, or mutual funds, preferably in broking, asset management, or banking sectors.

**Technical & Behavioral Competencies**
- Strong oral and written communication skills.
- Fluency in the local language is an advantage.
- Excellent interpersonal skills and a team-player mindset.
- Process-oriented and adaptive to learning new products and tools.
- Self-motivated with the ability to work independently.

**Key Skills**
- Results-driven and goal-oriented.
- Strong client focus and ability to build trust-based relationships.
- Effective at simplifying complex financial concepts for clients.
- Strong ability to adapt and develop processes.

Key Performance Indicators (KPIs)
- Increase in AUM, SIP flows, and client revenue.
- Addition of new clients to the Sharekhan portfolio.
- Regular engagement with mapped clients.
- Achieving sales targets across product lines.

**Additional Information**
- This is a relationship management role with eligibility for performance-based incentives in addition to a fixed salary.
- Prior work experience in equity broking, insurance, or mutual funds will be an advantage.

**Behavioral Skills**
- Results-driven
- Client-focused
- Effective communication skills
- Adaptability and flexibility

**Job Types**: Full-time, Permanent

Pay: ₹1,200,000.00 per year

**Benefits**:

- Cell phone reimbursement
- Health insurance
- Provident Fund

Schedule:

- Day shift
- Morning shift

Supplemental Pay:

- Commission pay
- Performance bonus
- Yearly bonus

**Experience**:

- Asset management: 3 years (required)
- Cross Selling: 3 years (required)
- Asset Gathering: 3 years (required)
- client relations: 3 years (required)

License/Certification:

- NISM - 5A or NISM - VIII (required)

Work Location: In person

**Speak with the employer**
+91 9381228534

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