Investment Specialist

Hireginie talent cloud; Hyderabad, Bengaluru; On-site; INR 1,000,000 - 1,500,000; Full time

Job summary

A leading financial services company in Hyderabad is looking for a Team Leader in Investment Sales. This role requires 6-7 years of experience in selling PMS/AIFs/Structured Products and managing a team of 10-15 investment specialists. Key responsibilities include achieving sales targets, ensuring compliance, and training the team. Excellent communication skills and relevant certifications are a must for this position.

Qualifications

• 6-7 years of sales experience in PMS/AIFs/Structured Products.
• Excellent communication skills.
• Experience managing a team of 10-15 members.

Responsibilities

• Lead a team of Investment Specialists to achieve sales targets.
• Ensure compliance with laws and regulations.
• Train team on products and markets.

Skills

Sales experience in PMS/AIFs/Structured Products

Excellent communication skills

Knowledge of Core Investment Products

Team management experience

Education

NISM Mutual Funds & PMS Distributors certificates

Job description

Overview

Job Role – In this role, you will work with high intent inbound clients with investments of 50 lakhs and above. You will lead a team of Investment Specialists who invest in Our Client’s PMS and MF investment strategies. You will also bear the responsibility of the deliverables of the team which are to acquire, develop and retain relationships with clients across India.

Responsibilities

• Have a metric driven approach towards solving the sales funnel
• Maintain a deep understanding and technical knowledge of relevant products and services offered by Our Client
• Ensure Compliance with the applicable laws, regulations and organization’s guidelines
• Manage a 10-15 member team of Investment sales people
• Hand hold and resolve all operation related work for the team for better conversion.
• Manage and build team cadence toward daily SOPs
• Be responsible for the delivery of sales targets for the team
• Train the team regularly on products and markets.

Must Have

• 6-7 years of sales experience in sales of PMS/ AIF’s /Structured Products.
• Excellent communication skills.
• Knowledge of Core Investment Products to cater HNI/UHNI
• NISM Mutual Funds & PMS Distributors certificates.
• Experience in Handling a Team (10-15 members).