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 recent 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.

JOB DESCRIPTION INVESTMENT SPECIALIST (IS)/SENIOR INVESTMENT SPECIALIST (Sr. IS)

Contributing Responsibilities

Responsible for gathering assets for investment products such

📌 INVESTMENT SPECIALIST (Mysuru)
🏢 Value1
📍 Mysuru