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Investment Specialist

3.00 to 8.00 Years   Kochi   16 Aug, 2023
Lalita Manpower Solutions
Job LocationKochi
EducationNot Mentioned
SalaryRs 5 - 10 Lakh/Yr
IndustryBFSI
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    Excellent Career Opportunity !Position Title: Investment SpecialistPackage : upto 10 lakhsAs an IS / Sr. IS, your primary KPI by gathering assets by distributing mutual funds, PMS, Corporate FDsalong with other financial products within Company as well as third party product providers. You areresponsible to generate SI points by selling and cross-selling trading products of Company , providingprotection driven products, helping client trade better volumes with the help of LAS, EMF, educationdriven products. You will also be responsible for acquiring new customers in this segment and upgradingclients to Company One or Super Trader segments.Direct ResponsibilitiesThe main responsibility of this channel is to achieve the defined SI points table by offering bouquet ofproducts like broking, education, insurance, interest oriented instruments and asset gatheringinstruments, such as PMS, AIF, Mutual funds, Corporate FD, NCD, SGB and any other financial productsintroduced from time to time, to their mapped Super investor clients through in person interaction orthrough telephonic/webinar conversation 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 achieving SI points of broking, lending products, Companys Education andInsurance products Responsible for gathering assets for investment products such as mutual funds, PMS, AIF andother products launched from time to time Add new to SI customers Upgrade / Move clients to other segments Increase the AUM and SI points from the mapped book Add new to MF ClientsIf interested to apply , please share your CV to hidden_email or call/whatsapp on hidden_mobile

Keyskills :
bankinghni salesmutual fundsinvestment products

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