Portfolio Expert/Super Investor

MAIN RESPONSIBILITIES:

AREA OF RESPONSIBILITY:

- To spearhead activation and servicing for demat holdings in the given Region / Zone / Cluster.

- The primary responsibility of the Portfolio Expert (PE) is to support target fulfilment for MF Net Equalized Sales Lumpsum, PMS Net Sales and AIF Net Sales of the Region / Zone / Cluster is achieved through churning of existing / external Assets of Super Investor clients by aiding a team of Investment Specialist (IS), Sr. Investment Specialist (Sr. IS) and Virtual Investment (V. IS) who are responsible for asset gathering and generating the overall revenue of the segment through the existing and acquired Super Investor customer base.

MAIN RESPONSIBILITIES:

- The main responsibility of the PE is to bring in fresh assets into MF, PMS and AIF through in-depth portfolio reviews of the clients holding in Sharekhan and with other financial entities.

- Provide research / updates to team members and Super Investor clients of Sharekhan.

- Also training the team on portfolio reviews will be one of the key responsibilities.

- The PE will be aiding a team in achieving asset gathering targets.

TO GUARANTEE:

- Minimum productivity across team members in asset gathering

- Training and upskilling team members to deliver asset gathering targets and

- Utilising sales materials, tools and pitches in order to ensure standardised client experience

- Ring Fence the largest clients (by current and potential assets) of the base

- To deliver broadbased effort by IS across clients

TO CONTRIBUTE:

- Servicing and garnering assets from Sharekhan Super Investor in the given geography

- Interact closely with the key stake holders

- Make customers eligible for upgrade to other segments

REQUIRED QUALIFICATIONS:

- Graduate / Post Graduate

- Course on Fundamental and Technical Analysis would be an added advantage.

- NISM and NCFM certifications are a must

- CFP and IRDA would be an added qualification

ESSENTIAL FUNCTIONAL SKILLS/ COMPETENCIES:

- 3-4 years of work experience in the financial services industry and relevant regulatory certifications

- Well aware about the different investment products and well updated with the market information

- Ability to work with different teams

- Should be a good team member and manager

- Have great client management skills

- Strong analytical skills to interpret market and business information

PERSONAL SKILLS:

- Strong communication & written skills

- Fluency in local language is an added advantage

- Excellent interpersonal skills and team management skills

- Highly self - motivated

- Willingness to learn and adapt