JD: Investment Specialist

We are looking for candidates who are aspiring to build career in financial advisory industry.

We have opening for Investment Specialist. Our core product offering is Mutual Fund, FD,

Govt. Bonds, Debenture, etc.

Company Profile:

We are a one-stop financial services shop, widely known for quality of its advice,

personalized service and cutting-edge technology. We started our journey in 2008. Currently

we are serving more than 50,000 investors with a team of 150 members.

To meet our expansion goal, we are in a process of expanding our team of Investment

specialists. Interested candidate may be in touch with HR team as per details given below.

What you can expect from this profile

 Deep understanding on products like Mutual Fund, Corporate Fixed Deposit, RBI

Bond, Non-Convertible Debenture (NCD) and 54EC Capital Gain Bond

 Deep understanding about capital market, fixed income market, commodity market

especially precious metals, real estate, economy and various sectors.

 Regular interaction and sessions with Fund Managers

 Need to keep a track on Global Market activity, Govt. Policies, Central Banks Policies

all over the world, Inflation and other many factors…

What you should have

 Keen interest to build career in financial industry especially in investment domain

(personal finance)

 You should be good at maths and calculations.

 You should love Reading.

 You should know how to open conversation to unknown.

 Excellent communication skill over phone.

What we expect from you:

 Client engagement activity over phone.

o Objective of engagement is to build sound relationship

o Exchange latest update about new product or any upcoming changes in

existing products

o Increase wallet share from existing clients

o Increase client base by adding new client

o Help existing client if they have any service issues post transaction

o Existing client portfolio reviews at periodic intervals;

 Showcase investment products (MF, FD, Bonds & Debenture) to clients (prospective

as well as existing) which may be of interest for them or which are on the approved

list;

 Assist the client in aligning his or her investments as per his or her needs, and risk

appetite in line with dynamic asset allocation;

 Responsible for business growth as well as growth of client base.

Investment Specialist must have good analytical, mathematics, and communication skills.

They must also be able to explain complex financial concepts in a way that clients can

understand. Investment Specialist typically need a bachelor's degree in finance, economics,

accounting, or a related field. Professional certifications, such as Certified Financial Planner

(CFP) or Chartered Financial Analyst (CFA) will be an added advantage.