Investment Specialist

- Provide a brief description of the overall purpose of the position, why this position exists and how it will contributein achieving the team's goal.

- As existing RM resigned and we are replacing the same position with new ARM.

Direct Responsibilities:

- Responsible for growing revenues of broking, lending products, 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.

- Knowledge of technical analysis and market strategy

- MBA finance/Graduate

- Ability to collaborate / Teamwork

- Organizational skills

- Communication skills - oral & written

- Client focused

- Ability to understand, explain and support change

- Ability to develop and adapt a process

- Analytical Ability

- Ability to set up relevant performance indicators

- Ability to manage / facilitate a meeting, seminar, committee, training