Investment Specialist

Location

Secunderabad | India

Job description

• We seek an outgoing investment specialist to join our Inbound Business team and help us grow the business faster
• In this role, you will be responsible for meeting with clients, educating them about our services, and guiding them to make the best decisions
• You'll also play a crucial part in generating new business by identifying opportunities for potential growth
• The incumbent will develop working knowledge of the function and have a direct impact on business growth

What are you expected to do

• Acquire new customers through inbound leads conversion
• Regularly interact with prospects and showcase Dezerv's portfolio management approach
• Have a relentless client focus and play a pivotal role in driving Dezerv's proposition and strategy
• Review customer needs and asset allocation, proactively engage with the customer to validate the understanding of the needs
• Ensure that KYC/AML and other compliance norms are strictly adhered to
• Apply strong analytical skills in order to filter, prioritise and validate potentially complex and dynamic material from multiple sources
• Provide exceptional client experience

What are we looking for

• 1-7 years of experience in financial services
• Exposure to financial services retail banks, investing fintechs, AMCs
• Knowledge of mutual funds, stocks and bonds, etc
• Strong stakeholder management skills (both internal and external)
• High on ownership
• Excellent communication skills
• Flair for and experience in sales along with the ability to multitask
• NISM PMS Distributors certificate (must obtain before joining)

Job tags

Salary