Overview
Investment Specialist/ Investment Counselor/Wealth Specialist/Investment Advisor
An Individual Contributor Role.
Our Ideal Candidate
– 8- 13 years plus of 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
(Only Job-Fit Candidates)
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.