Investment Specialist

Job Description: INVESTMENT SPECIALIST (IS)/ SENIOR INVESTMENT SPECIALIST (Sr. IS)

About Mirae Asset Financial Group

Mirae Asset Financial Group was founded in 1997 and has a presence in 19 global markets spanning the Americas Asia Pacific and Europe with a worldwide workforce of 12576 employees. Mirae Asset’s total assets under management (AUM) is USD606.7 billion equity capital is USD15.1 billion and pension business book is USD47.7 billion (as of June 2024). Terming itself a Permanent Innovator the Mirae Asset Financial Group’s major businesses encompass:

Wealth Management: Global Equities Fixed Income Retirement / Individual Pensions Financial Products and Insurance

Investment Banking: IPO M&A Advisory Project Financing Alternative Investments: PEF Infrastructure Real Estate REITs ETFs: Thematic ETFs Research & Insights ETF Model Portfolios Venture Capital: Aerospace Robotics Biotechnology AI etc. Embracing AI: Robo-Advisors AI-based Asset Management

To know more about the Mirae Asset Financial Group click here.

About Mirae Asset Sharekhan

Founded in 2000 Mirae Asset Sharekhan (née Sharekhan) was one of the first brokers to introduce online trading in India. With a client base of over 30 lakh 130 branches and 4400 business partners Mirae Asset Sharekhan’s full-service model is Designed for the serious. What differentiates Mirae Asset Sharekhan from discount brokers is our in-house expert research team RMs and branches which are designed to help customers understand the required serious approach and leverage the power of their experience and expertise.

About the business of Mirae Asset Sharekhan

Mirae Asset Sharekhan offers a comprehensive range of trading and investment solutions including equities futures and options portfolio management services research mutual funds and investor education.

Job Title:

Investment Specialist / Sr. Investment Specialist

Date:

Department:

Super Investor Location: Branch / Regional Office

Sub Department

Reports to:

(Direct)

Regional Head / Territory Manager SI

Grade:

(if applicable) M1 (Functional)

People Management Responsibility (Y/N)

N Number of Direct Reportees:

NA

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 & Behavioural 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 (if required)

Graduate in any stream with basic knowledge of financial markets across different product lines. Certifications required for offering various trading insurance and asset products.

Skills Referential : Prior work experience of equity broking insurance and mutual funds through working for a broking asset management or bank is desirable

Behavioural Skills: (Please select up to 4 skills)

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 adapt a process

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

Other/Specific Requirements (if any)

Key Performance Indicators (KPI)