Investment Specialist

2 weeks ago


Cochin, Kerala, India SquareLeague Asset Management Full time ₹ 20,000 - ₹ 25,000 per year

Role Overview:

As an
Investment Specialist
, you will be responsible for
acquiring and managing clients
,
designing financial plans
, and
optimizing investment portfolios
. This is an exciting opportunity for those who want to blend sales excellence with financial expertise.

Salary: 20-25k onwards

Responsibilities:

  • Client Acquisition & Relationship Management
  • Acquire new clients and nurture long-term relationships
  • Financial Planning
  • Develop tailored financial plans to meet individual client needs and goals (Mutual Funds, PMS, AIF and related investment products)
  • Portfolio Management
  • Monitor and manage client portfolios for optimal performance
  • Business Development
  • Identify growth opportunities and expand professional networks
  • Market Research
  • Stay updated with equity markets and industry trends to support client advisory
  • Client Service
  • Deliver exceptional support to ensure a smooth client experience

Skills:

  • Strong sales & client relationship management skills
  • Financial literacy and passion for wealth management
  • Excellent communication & presentation skills
  • Analytical mindset with a proactive, result-driven approach
  • 1+ year experience in finance, sales, or wealth management

Qualifications:

Finance or MBA graduates preferred



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