Money Honey - Investment Specialist

Job Title: Investment Specialist

Job Description:

We are a one-stop financial services shop, widely known for quality of its advice, personalized service and cutting-edge technology. We started our journey in 2008. Currently we are serving more than 50,000 investors with a team of 150 members.

To meet our expansion goal, we are in a process of expanding our team of Investment specialists. Interested candidate may be in touch with HR team as per details given below.

What you can expect from this profile:

- Deep understanding on products like Mutual Fund, Corporate Fixed Deposit, RBI

- Bond, Non-Convertible Debenture (NCD) and 54EC Capital Gain Bond

- Deep understanding about capital market, fixed income market, commodity market especially precious metals, real estate, economy and various sectors.

- Regular interaction and sessions with Fund Managers

- Need to keep a track on Global Market activity, Govt. Policies, Central Banks Policies all over the world, Inflation and other many factors.

What you should have:

- Keen interest to build career in financial industry especially in investment domain (personal finance)

- You should be good at maths and calculations.

- You should love Reading.

- You should know how to open conversation to unknown.

- Excellent communication skill over phone.

What we expect from you:

- Client engagement activity over phone.

- Objective of engagement is to build sound relationship

- Exchange latest update about new product or any upcoming changes in existing products

- Increase wallet share from existing clients

- Increase client base by adding new client

- Help existing client if they have any service issues post transaction

- Existing client portfolio reviews at periodic intervals;

- Showcase investment products (MF, FD, Bonds & Debenture) to clients (prospective as well as existing) which may be of interest for them or which are on the approved list;

- Assist the client in aligning his or her investments as per his or her needs, and risk appetite in line with dynamic asset allocation;

- Responsible for business growth as well as growth of client base.

- Investment Specialist must have good analytical, mathematics, and communication skills.

- They must also be able to explain complex financial concepts in a way that clients can

understand.

- Investment Specialist typically need a bachelor's degree in finance, economics, accounting, or a related field.

- Professional certifications, such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) will be an added advantage.