Investment Specialist/Investment Counselor/Wealth Specialist

Investment Specialist/Investment Counselor/Wealth Specialist/Investment Advisor

An Individual Contributor Role.

Our Ideal Candidate

- Experience into investment, wealth with Sales + Advisory role.

- Brilliant communication + Presentation skills...

- Investment professional qualifications such as CFA, CFP added advantage.

- Immediate Joinee /Serving notice period/Minimum notice added advantage.

MAIN POINT: In depth Investment knowledge along with communication skills

Roles and responsibility

Strategy & Advisory

- Build the investment services (is) business so as to achieve leadership position in the region.

- Drive the investments business through the segment/channel teams.

- Constantly update the segment/channels on the markets and our house views.

- Coach the rms on the various investment products and processes.

- Periodic review of product performance availed of by the customers through us.

- Provide inputs to customers/rms on products / transactions.

- Build and deepen relationships with internal stakeholders.

- Ensure customers and the various segments view is as a value proposition.

- Manage product providers at a local level.

Business

- Bottom line focus

- Maximize business performance opportunity.

- Maximize aum.

- Distribution management

- Optimally use the sales model and maximize sales and aums from the allocated territories.