Ungently Looking For Investment Specialist- Chandigarh
5 days ago
Role & responsibilities
The main responsibility of this channel is to grow revenue by offering bouquet of products like broking, education, insurance, interest oriented instruments and asset gathering instruments, such as PMS, AIF, Mutual funds, Corporate FD, NCD, SGB and any other financial products introduced from time to time, to existing clients of Sharekhan either through face to face situations or through telephonic conversations or both.
- Responsible for growing revenues of broking, lending products, Sharekhan Education and Insurance products
- Responsible for gathering assets for investment products such as mutual funds, PMS, AIF and other products launched from time to time
- Add new to SK customers
- Upgrade / Move clients to other segments
Increase the AUM & Revenue from the mapped book
Strong communication & written skills
- Fluency in local language is an added advantage
- Excellent interpersonal skills and must be a team player
- Must be process oriented and must be willing to learn and adapt
Preferred candidate profile
- Graduate in any stream with basic knowledge of financial markets across different product lines
- Certifications required for offering various trading, insurance and asset products
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