Posted By
Posted in
Sales & Marketing
Job Code
1435532
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.
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Posted By
Posted in
Sales & Marketing
Job Code
1435532
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