Client Investment Specialist – Digital

Hireginie Talent Cloud; Pune District, Bengaluru, Hyderabad; On-site; INR 600,000 - 1,200,000; Full time

Benefits offered by this job

Best in-market compensation

Growth opportunities

Open-door work culture

Job summary

A leading investment firm in Pune is seeking a Client Investment Specialist to engage high-net-worth clients. Responsibilities include guiding clients on investment strategies and managing their portfolios. The ideal candidate will have over 2 years of sales experience in financial services and strong communication skills. This role offers excellent growth opportunities and attractive compensation.

Qualifications

• 2+ years of sales experience in financial services required.
• Preferably knowledgeable in mutual funds, PMS, or stocks.
• Must possess excellent communication and analytical skills.

Responsibilities

• Engage with clients to review their portfolio and provide suggestions.
• Evaluate customer requirements and initiate communication.
• Guide clients on investment strategies and tax liabilities.

Skills

Sales experience in financial services

Excellent communication skills

Deep knowledge of mutual funds or stocks or PMS

Ability to explain complex investment methodology

Strong stakeholder management

Education

MBA

CA

CFA

Job description

Job Role: Client Investment Specialist – Digital

About the role:

We are seeking dynamic individuals to join the inbound business team at Client Organisation. In this capacity, you will engage with discerning inbound clients possessing a net worth of 50 lakh+. Your primary responsibilities will encompass facilitating a comprehensive understanding of the Organisation's Portfolio Management Service and Mutual Fund investment strategies, ultimately guiding clients in their investment endeavours.

Education: Graduate/ MBA/ CA/ CFA

Experience: 2 – 8 years of experience in the wealth segment and a detailed knowledge of selling Mutual Funds & PMS (Portfolio Management Services) & AIF (Alternate Investment Funds)

Location: Bangalore, Hyderabad, Pune

Preferences: Local Candidates with relevant Experience & Excellent Communication Skills

Working Days: Any 6 days Working as per requirement

What you will work on:

• You get pre-scheduled video meetings with potential clients where you will have to review clients’ portfolio holdings and give your expert suggestions on if their holdings are aligned with the market (portfolio size of – 50L & above)
• Evaluate customer requirements and asset distribution, and actively initiate communication with the customer to confirm a thorough comprehension of their financial needs and future wealth management objectives.
• Showcase the Organisation's portfolio management approach of fund selection, investment strategies, and risk management and guide them on future investments.
• Interact and convert these high-intent inbound clients into investing in our portfolio products through good knowledge of the overall markets and use those points in your conversations with clients and apply strong analytical skills to help clients with various data points
• Help clients in their onboarding process by coordinating with multiple stakeholders like the operations team, product team and tech team.
• Guide clients thoroughly on their Tax liabilities when exiting or entering into funds
• Maintain good relationships with your existing clients for investing more in different products that we offer

What we expect:

• Minimum 2 years of sales experience in financial services like AMCs, retail banks, investing fintech, etc.
• Excellent communication skills
• Deep knowledge of either mutual funds or stocks or PMS
• Ability to explain complex investment methodology to clients in simple terms
• High ownership and strong stakeholder management skills (both internal and external)

Education & Certifications:

• MBA or CA or CFA is preferred
• NISM Mutual Funds & PMS Distributors certificates

Folks you will work with:

The people you work with are crucial to your experience and success at work. You will work closely with the following people like, Co-Founders, Head of Business, Head of Digital Acquisition Business, Head of Product, Head of Design, and Head of Engineering.

What you can expect:

• A great work environment with high ownership and growth opportunities
• Best in-market compensation and Incentives
• Work closely with the founding and the leadership team on key projects
• High talented team members to coordinate and work with
• Open-door work culture
• Flat organizational structure
• Wide scope of learning opportunities in different areas of business by working side by side with product team and tech team

To succeed in this role:

• Bring a high level of energy and enthusiasm to your role
• Dedication to go the extra mile to achieve outstanding results
• Ability to thrive in a team-oriented environment
• Openness to change, embrace challenges and continuously seek opportunities for growth and development
• Fresh perspectives and innovative thinking to solve problems in different areas of business by working side by side with product team and tech team