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Investment Specialist
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Investment Specialist15
Applications
15
Applications
About the Job
Skills
Explain (over the phone) the various types of investment product features and financial services
to potential clients.
♻ Deliver personalized investment solutions to help clients work toward their short term, medium
term and long-term financial goals
♻ Develop and deepen client relationships.
♻ Educate clients and answer questions about investment options and potential risks.
♻ Recommend investments to clients or select investments on their behalf.
♻ Help clients plan for specific circumstances, such as education expenses, tax planning or
retirement planning.
♻ If needed, Meeting with clients to understand their needs and demands.
♻ Preparing financial plans with a mix of short and long term investments.
♻ Providing periodic updates on the performance of investment portfolios.
♻Monitor clients’ accounts and determine if changes are needed to improve account performance or
to accommodate life changes
About the company
Industry
Financial Services
Company Size
51-200 Employees
Headquarter
Mumbai
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