Investment Specialist For a renowned financial services company

Resource Advisory Junction

Hyderabad, Telangana Secunderabad, Telangana
Permanent
Full-time

30 days ago

Direct ResponsibilitiesThe main responsibility of this channel is to grow revenue by offering bouquet of products like broking, education, insurance, interest oriented instruments and asset gathering instruments, such as PMS, AIF, Mutual funds, Corporate FD, NCD, SGB and any other financial products introduced from time to time, to existing clients either through face to face situations or through telephonic conversations or both. This is a relationship management role and the IS / Sr. IS will be eligible for incentives in addition to fixed salary. Contributing Responsibilities

Responsible for growing revenues of broking, lending products, Education and Insurance products

Responsible for gathering assets for investment products such as mutual funds, PMS, AIF and other products launched from time to time

Add new to existing customers

Upgrade / Move clients to other segments

Increase the AUM & Revenue from the mapped book

Technical &Behavioral Competencies

Strong communication & written skills

Fluency in local language is an added advantage

Excellent interpersonal skills and must be a team player

Must be process oriented and must be willing to learn and adapt

Highly self –motivated

Resource Advisory Junction

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