1.Investment Specialist role is to be in touch with investor over the phone and update them about latest ongoing schemes (which includes, Mutual Funds,Bonds etc).

2.Help them to make wise investment decision based on various factors. Business development and acquisition of new investor is the key criteria of performance matrix.

3.Explain (over the phone) the various types of investment product features and financial services

to potential clients.

4. Deliver personalized investment solutions to help clients work toward their short term, medium

term and long-term financial goals

5. Develop and deepen client relationships.

6. Educate clients and answer questions about investment options and potential risks.

7. Recommend investments to clients or select investments on their behalf.