Investment Specialist

3 days ago

Pune, Maharashtra, India Team HR Full time ₹ 3,00,000 - ₹ 5,00,000 per year

JOB DESCRIPTION

Position: Investment Specialist (Client Relationship)

Location: Pune

RESPONSIBILITIES

* The private wealth specialist will be responsible for managing HNI client relationships and providing

customized investment solutions to meet their needs.

* New client acquisition is a key area, creating a value addition pool with concrete establishment of

relationship channel is something which is highly essential and expected to be achieved by the candidate.

* The investment specialist will work in close coordination with the leadership team to ensure efficient service

delivery

EDUCATION & EXPERIENCE

* Bachelor's degree in Commerce, Science, Finance, Business Administration, Economics, MBA in Finance or

a related field (preferably passed with distinction or first class)

* 2-3 years of relevant experience in financial product distribution preferred. Freshers can also apply.

* NISM VA certification mandatory, NISM XA & XB / CFP is preferred.

SKILLS & ATTRIBUTES

* Excellent communication and interpersonal skills. Fluency in English is mandatory for this role.

* Understanding and speaking fluently in Marathi, Hindi and Gujrati will be an added advantage.

* Ability to handle ultra HNI clients and guiding them on their investment portfolios (on job induction training

will be provided).

* Strong understanding of financial products, equity markets and fixed income securities.

* Proven track record of building and maintaining successful client relationships.

* Target oriented.

* Ability to prioritize and manage multiple tasks effectively

Job Types: Full-time, Permanent

Pay: ₹300, ₹500,000.00 per year

Work Location: In person

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