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18 Sharekhan Jobs

Investment Specialist

3-6 years

₹ 3.8 - 8.5L/yr (AmbitionBox estimate)

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This is an estimate of the average salary range for this position. It has not been reviewed by the company, and the actual salary may differ.

Rajkot, Surat, Vadodara

1 vacancy

Investment Specialist

Sharekhan

posted 26d ago

Job Role Insights

Fixed timing

Job Description

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




Employment Type: Full Time, Permanent

Read full job description

Sharekhan Interview Questions & Tips

Prepare for Sharekhan Investment Specialist roles with real interview advice

Top Sharekhan Investment Specialist Interview Questions

Q1. 1. What are nse and bse? 2. What is derivative market? 3. Name some risk hedging techniques? 4. What is fpo?
Q2. What will you do for companies benefit ? means how will you invite customers
Q3. How to convince clients to invest in share market
View all 43 questions

What people at Sharekhan are saying

3.7
 Rating based on 18 Investment Specialist reviews

Likes

Everything is good at sharekhan

  • Salary - Excellent
  • +6 more
Dislikes

Everything is good at sharekhan

Read 18 Investment Specialist reviews

Investment Specialist salary at Sharekhan

reported by 89 employees
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₹3 L/yr - ₹10 L/yr
53% less than the average Investment Specialist Salary in India
View more details

What Sharekhan employees are saying about work life

based on 1.1k employees
54%
59%
49%
100%
Strict timing
Monday to Friday
Within city
Day Shift
View more insights

Sharekhan Benefits

Job Training
Soft Skill Training
Health Insurance
Work From Home
Team Outings
Education Assistance +6 more
View more benefits

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