Investment Specialist-North Job in Delhi NCR at Sharekhan Ltd

Roles & Responsibilities:

• 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, Invest Tiger, Corporate FDs and other products introduced by team from time to time etc.
• Interact with the team members to maximize 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

Required Qualification:

• MBA (Finance),BBA/BBM, BCOM
• Passed NISM-Series-V-A: Mutual Fund Distributors Certification Examination
• Minimum 3-4 years of experience in Investment Sales
• Preferred Certified Financial Planner

BNP Paribas has over 160 years of presence in India and is active in 75 countries. Sharekhan has over 4000 employees and is present in 584 cities through 153 branches, more than 3040 business partners. The company has 19 lakh clients and on an average, executes more than 6 lakh trades per day. It was acquired by BNP Paribas in Nov’16.