Investment Specialist_VRM/ERM_2 to 6 Yrs_Wealth Management (Mutual Fund/PMS/AIF) We are looking for enthusiastic go-getters to join the inbound business team. In this role, you will work with high intent inbound clients with net worth of 50 lakhs and above. You will be responsible for helping users understand and to help them invest in Company's PMS (Portfolio Management Services)and MF investment strategies. Job Title: Investment Specialist Department : Digital Acquisition - Inbound Sales Education : MBA / CA/ CFA would also work Experience : Min 2 years and Maximum take 7-8 yrs of experience in the wealth segment and a detailed knowledge about selling of Mutual Funds & PMS & AIF (Alternate Investment Funds) Budget : Best as per the industry standards Location - Mumbai/Hyderabad/Bangalore Working Days & Timings : WFO - 6 day working setup (Monday to Saturday). 9:30 AM to 7 PM. Type of role : Individual Contributor Must Have: - Minimum 2 years of sales experience in financial services like retail banks, investing fintechs, AMCs etc (MF Business) - Excellent communication skills - NISM Mutual Funds & PMS Distributors certificates (required before joining)- - Preferences : Local Candidates with relevant Experience and good Communication Skills What you will work on: - You get pre-scheduled video meetings with potential clients (portfolio size of - 50L & above) - Get around 150 Calls booked by clients themselves via Company's Wealth Monitor app every month - Interact and convert these high-intent inbound leads - Showcase Company's portfolio management approach - 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, prioritize and validate potentially complex and dynamic material from multiple sources - Provide exceptional client experience What we expect: - Minimum 2 years of sales experience in financial services like retail banks, investing fintechs, AMCs 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 (required before joining) 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

Mumbai

Hyderabad

Bangalore

Investment Specialist - VRM/ERM - Wealth Management/Mutual Fund/PMS/AIF 

Job Description for Investment Specialist - VRM/ERM - Wealth Management/Mutual Fund/PMS/AIF  in Hireginie Talent Cloud Pvt Ltd in  Mumbai Hyderabad Bangalore for (2-6) years of experience. Apply Now!