Investment Specialist - Wealth Management

Job Purpose:

To provide investment advisory services to HNI and affluent customers by understanding their financial goals, conducting risk profiling, and recommending suitable investment solutions across multiple asset classes. The role focuses on portfolio growth, client retention, and delivering an exceptional wealth management experience.

Key Responsibilities:

- Conduct financial need analysis and risk profiling.

Recommend investment products such as :

1. Mutual Funds

2. Fixed Income Products

3. Bonds

4. PMS (Portfolio Management Services)

5. AIF (Alternative Investment Funds)

6. Structured Products

7. Insurance Solutions

- Review and rebalance client portfolios periodically.

- Build long-term relationships through regular portfolio reviews.

- Cross-sell wealth, protection, and financing solutions.

- Achieve AUM, revenue, and customer acquisition targets.

- Stay updated on market trends and provide investment insights to clients.

- Ensure compliance with SEBI, AMFI, NISM, and internal policies.