Investment Specialist

Work Level: Junior Leadership

Core: Problem Solving, Networking

Leadership: Influencing, Organisation Alignment

Industry Type: Asset ManagementFinancial Services

Function: Investment Advisor

Key Skills: CFA,Mutual Fund,Mutualfund sales,Alternate Investment Fund,Investment Banking,Investment Counsellor,Investment Specialist

Education: PG/ Master

Note: This is a requirement for one of the Workassist Hiring Partner.

Key Responsibilities

• Responsible for Concept Selling across the region, leveraging distributor relationships
• Responsible for Product Level targets for the Zone for certain specified products across Equity and Debt, create positive environment to drive product specific agenda
• To conduct Regular Training and Knowledge Sessions for Internal Employees across the Zone for continuous Knowledge upgrade, Keep the Sales Team updated with any product related information and ensure each employee speaks the same language (Common Pitch)
• To conduct Regular Huddles/Conference Calls / Meetings with Distributors and articulate products and Market Outlook effectively, position products in the best interest of all stakeholders, simplify all aspects of Capital market
• To actively work on D & E counters with Sales team and include them as part of their branch visit
• To work with Sales Team in increasing distribution spread and product Mix
• Providing critical ground Feedback for enhancing business activities, any other feedback pertaining to branch/ distribution/ team/Customer Service etc gathered during branch visit
• Support to create simpler communication on Focused Products along with Product team
• Give market feedback to Investments on Competition Products Positioning and Product sales in market
• Feedback to Investments team on Distributor/ Investor queries on Funds/Products
• Accompany Sales RM in key distributor meeting (Advisory IFA, UHNI, Private Wealth RM) and closely manage Key Family Offices/UHNIs in the respective regi

Company Description

Workassist is an online recruitment and employment solution platform based in Lucknow, India. We provide relevant profiles to employers and connect job seekers with the best opportunities across various industries. With a network of over 10,000+ recruiters, we help employers recruit talented individuals from sectors such as Banking & Finance, Consulting, Sales & Marketing, HR, IT, Operations, and Legal.

We have adapted to the new normal and strive to provide a seamless job search experience for job seekers worldwide. Our goal is to enhance the job seeking experience by leveraging technology and matching job seekers with the right employers.

For a seamless job search experience, visit our website: https://bit.ly/3QBfBU2

(Note: There are many more opportunities apart from this on the portal. Depending on the skills, you can apply for them as well).

So, if you are ready for a new challenge, a great work environment, and an opportunity to take your career to the next level, dont hesitate to apply today. We are waiting for you!