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Investment Specialist
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Investment Specialist48
Applications
48
Applications
About the Job
Skills
Job description:
• The investment Advisor's role is to be in touch with an investor over the phone and update them about the latest ongoing schemes (which include, MF, FD, Bonds, Debentures, etc) and help them to make wise investment decisions based on various factors.
• Business development and acquisition of new investor is the key criteria of the performance matrix.
• As per need, the candidates may have to visit the client's place for completion of documentation. Ideal Profile Skills Required • Bachelor's degree in Finance, Accounting or relevant field.
• Experience with financial accounting and advising • Knowledge of different financial or investment instruments such as mutual funds, real estate, etc.
• Good customer service skills What's on Offer? • Work alongside & learn from best in class talent
• A role that offers a breadth of learning opportunities
• Work in a company with a solid track record of performance
About the company
Industry
Financial Services
Company Size
201-500 Employees
Headquarter
Mumbai
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