Investment Specialist at Credit Direct Limited

Job Summary

The Investment Specialist is responsible for achieving a quarterly investment target assigned through targeted acquisition and engagement of retail investors. This role focuses on driving growth by onboarding new clients, building strong relationships, and delivering value-driven investment solutions. The ideal candidate will possess a results-oriented mindset, excellent communication skills, and a strong understanding of investment products to achieve and exceed targets.

Job Details

Target Achievement:

• Drive investment growth by achieving a quarterly target.
• Develop and implement strategies to acquire retail investors and expand the customer base.
• Monitor and evaluate individual performance to ensure alignment with team and organizational goals.

Customer Acquisition & Onboarding:

• Identify and onboard retail investors through various channels, including direct outreach, referrals, and partnerships.
• Educate prospective investors on available investment products and guide them through the onboarding process.
• Ensure seamless customer experience, from onboarding to investment initiation.

Relationship Management:

• Build and maintain strong relationships with retail investors to drive retention and repeat investments.
• Provide ongoing support to clients, addressing their inquiries and offering tailored investment solutions.
• Leverage customer feedback to enhance investment offerings and processes.

Market Development:

• Collaborate with the marketing team to design and execute campaigns targeting retail investors.
• Actively identify market opportunities and trends to optimize customer acquisition strategies.

Performance Monitoring & Reporting:

• Track and report key metrics, including funds mobilized, customer acquisition rates, and portfolio growth.
• Provide regular updates to the Investment Lead on progress toward targets and key insights.

Requirements

• Bachelor’s degree in finance, Economics, Marketing, or a related field.
• 3+ years of experience in financial services, investment sales, or customer relationship management.
• Proven ability to achieve financial targets and build a strong investor network.
• Strong interpersonal, communication, and presentation skills.
• Knowledge of investment products and services, with a focus on retail markets.
• Results-driven with the ability to work independently and as part of a team.