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Investment Specialist - Mrunali Patil

Date Posted: Feb 24, 2023
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Job Detail

  • Location:
    Kolkata, West Bengal, India
  • Company:
  • Type:
    Full Time/Permanent
  • Shift:
    First Shift (Day)
  • Positions:
    2
  • Experience:
    1 Year
  • Gender:
    No Preference
  • Degree:
    PHD/Doctorate
  • Apply Before:
    Apr 10, 2028

Job Description

Contributing Responsibilities  Responsible for achieving SI points of broking, lending products, Sharekhan Education and Insurance products  Responsible for gathering assets for investment products such as mutual funds, PMS, AIF and other products launched from time to time  Add new to SI customers  Upgrade / Move clients to other segments  Increase the AUM and SI points from the mapped book  Add new to MF Clients Technical and Behavioral Competencies  Strong communication and written skills  Fluency in local language will be an added advantage  Excellent interpersonal skills and must be a team player  Must be process oriented and must be willing to learn and adapt  Highly self –motivated

Skills Required

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