Investment Specialist

Hireginie; Hyderabad, Bengaluru; On-site; INR 1,500,000 - 2,500,000; Full time

Job summary

A financial services firm in Hyderabad is seeking an experienced team leader to manage a group of Investment Specialists. This role focuses on high-value clients and requires strong skills in sales, communication, and compliance. The ideal candidate will have 6-7 years of relevant experience and substantial knowledge of investment products. The position offers an opportunity to drive performance and achieve sales targets in a dynamic environment.

Qualifications

• 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).

Responsibilities

• Lead a team of Investment Specialists focusing on high-value clients.
• Maintain compliance with laws and regulations.
• Manage and resolve operational work for better conversion.
• Train the team regularly on products and markets.
• Ensure delivery of sales targets for the team.

Job description

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.

– 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).