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18/09 Tabish Khan
Elite Search Partner - Tech & Leadership at Hireginie Talent Cloud Pvt Ltd

Views:25 Applications:7 Rec. Actions:Recruiter Actions:7

Investment Specialist (2-8 yrs)

Bangalore Job Code: 292475


- Conduct pre-scheduled video meetings with potential clients with portfolios of - 50L & above.

- Facilitate approximately 150 calls booked by clients through the Company's Wealth Monitor app each month.

- Interact with and convert high-intent inbound leads.

- Showcase our portfolio management approach to clients.

- Review customer needs and asset allocation, proactively engage with customers to ensure their investment needs are fully understood.

- Ensure strict adherence to KYC/AML and other compliance norms.

- Apply strong analytical skills to filter, prioritize, and validate potentially complex information from various sources.

- Provide an exceptional client experience.

Expectations :

- Minimum of 2 years of sales experience in financial services, including retail banks, investing fintechs, and AMCs.

- Exceptional communication skills.

- In-depth knowledge of either mutual funds, stocks, or PMS.

- Ability to explain complex investment methodologies in simple terms to clients.

- Demonstrated high ownership and strong stakeholder management skills, both internally and externally.

NISM Mutual Funds & PMS Distributors certificates (required before joining)

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