Sales & Investment Specialist

What are you expected to do ?

- Acquire new customers through leads conversion

- Regularly interact with prospects and showcase them Company's portfolio management approach

- Have a relentless client focus and play a pivotal role in driving Company's proposition and strategy

- Review customer needs and asset allocation, proactively engage with the customer to validate the understanding of the needs

- Ensure that KYC/AML and other compliance norms are strictly adhered to

- Apply strong analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources

- Provide exceptional client experience

What are we looking for ?

- Minimum 3 years of experience in financial services

- Exposure to financial services - retail banks, investing fintechs, AMCs

- Knowledge of mutual funds, stocks and bonds, etc

- Strong stakeholder management skills (both internal and external)

- High on ownership

- Excellent communication skills

- Flair for and experience in sales along with the ability to multitask

- NISM PMS Distributors certificate (Can obtain this within 1 month of joining)