Investment Specialist

About the Role :

- Do you thrive in a fast-paced environment, helping high-net-worth clients achieve their financial goals? Are you passionate about investment strategies and delivering exceptional client experiences? If so, this is your opportunity to join our dynamic inbound business team as an Investment Specialist (VRM).

In this role, you will :

- Become a trusted advisor : Guide pre-qualified clients with a minimum portfolio size of - 50 lakhs through personalized investment solutions, focusing on our company's PMS and MF strategies.

- Drive conversions : Engage with high-intent inbound leads generated through our Wealth Monitor app (around 150 calls per month) and convert them into successful investments.

- Develop client relationships : Build rapport, understand individual needs and asset allocation, and ensure clients fully comprehend their investment journey.

- Champion compliance : Strictly adhere to KYC/AML and other regulatory requirements.

- Master the market : Leverage your analytical skills to research and explain complex financial information in a clear and concise manner.

- Deliver exceptional service : Prioritize client satisfaction and go the extra mile to exceed expectations.

Who We Seek :

- Experienced wealth professional : Minimum 2 years of sales experience in financial services (retail banks, investing fintechs, AMCs, etc.).

- Communication virtuoso : Excellent communication and presentation skills to engage and educate clients.

- Investment adept : Deep knowledge of either mutual funds, stocks, or PMS, with the ability to translate complex financial concepts into layman's terms.

- Client champion : Highly organized and proactive, with a strong focus on building and maintaining successful client relationships.

- Compliance maestro : Commitment to adhering to all regulatory requirements.

Required Certifications :

- NISM Mutual Funds and PMS Distributors certificates must be obtained before joining.

- Ready to unlock your potential and guide clients towards financial success? We are eager to hear from you!