Investment Specialist

Role & responsibilities

• Supporting alloted regions for achieving sales target in Investment Products.
• Manage assigned client base efficiently, through strong relationship skills
• Deepen the client relationship through products distributed by Super Trader Segment such as Mutual Fund, PMS, InvesTiger, Corporate FDs and other products introduced by team from time to time etc.
• Interact with the team members to maximise business opportunity, via leads and client referrals
• Achieve atleast the prescribed minimum sales productivity every month
• Generate the prescribed new to sharekhan customers
• Conduct investor awareness programs for regions/cluster
• Conduct timely trainings for RM of assigned region.
• Constant efforts on direct databases for activation / reactivation / retention of clients.
• Client retention by reviewing needs of clients, proposing solutions and working out win-win deals whenever required.
• To ensure the desired NPS score is achieved

Locations - Surat / Rajkot / Baroda

Preferred candidate profile

Graduation is a must

Min 3 years of experience into similar role

NISM VA (MF) certificate is mandatory

Kindly share updated resume on Lakshmi.Veliath@sharekhan.com with subject - Investment Specialist - Rajkot / Surat /Baroda