Investment Specialist - Telangana Job in Hyderabad at Sharekhan Ltd

Position Purpose

As an IS / Sr. IS, your primary responsibility is to garner asset and generate revenues for the Super Investor client segment by offering asset gathering products like Mutual Funds (Lumpsum and SIP), PMS, AIF, Investiger, Corporate Fixed Deposits, trading and lending products, helping client trade better volumes with the help of education driven products and providing protection driven products along with other financial products within Sharekhan as well as third party product providers. You will be responsible for cross-selling to the existing customer base of Sharekhan as well as acquiring new customers for the organization. As an IS / Sr. IS, your primary objective will be asset gathering and wallet expansion of the client. The IS / Sr. IS will also be responsible for making clients eligible for upgrades to other segments

Responsibilities:

Direct Responsibilities

The main responsibility of this channel is to gather assets by offering bouquet of products like asset gathering instruments, such as PMS, AIF, Mutual funds, Corporate FD, NCD, SGB, Insurance and any other financial products introduced from time to time along with revenue of broking, education, interest-oriented instruments to existing clients of Super Investor segment at Sharekhan either through face-to-face situations or through telephonic conversations or both. This is a relationship management role and the IS / Sr. IS will be eligible for incentives in addition to fixed salary.

Contributing Responsibilities

• Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time.
• Responsible for growing revenues of broking, lending products and Sharekhan Education products
• Add new to SK customers.
• Ensure connect with all mapped Super Investor clients.
• Increase the AUM, SIP Flow & Revenue from the mapped book.

Technical & Behavioral Competencies

• Strong communication & written skills
• Fluency in local language is 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

Specific Qualifications

• Graduate in any stream with basic knowledge of financial markets across different product lines.
• Certifications required for offering various trading, insurance and asset products.
• Prior work experience of equity broking, insurance and mutual funds through working for a broking, asset management or bank is desirable
• Ability to deliver / Results driven
• Communication skills - oral & written
• Client focused
• Ability to synthetize / simplify
• Transversal Skills:(Please select up to 5 skills)
• Ability to develop and leverage networks
• Ability to understand, explain and support change
• Ability to develop and adapt a process
• Ability to inspire others & generate people's commitment
• Ability to manage / facilitate a meeting, seminar, committee, training...
• Education Level: Bachelor Degree or equivalent
• Experience Level: At least 3 Years for IS and At least 5 years for Sr. IS

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.