Specialist - Investment & Sales - Bank

Investment And Sales Specialist

- Seek an outgoing investment specialist to join our Affluent Business team and help us grow the business faster.

- In this role, you will be responsible for meeting with clients, educating them about our services, and guiding them to make the best decisions.

- You'll also play a crucial part in generating new business by identifying opportunities for potential growth.

- The incumbent will develop working knowledge of the function and have a direct impact on business growth.

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 FinTech's, 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