Investment Specialist

Department Icon Stock Market Trading Asset & Wealth Management
Posted: 1 year ago
0-2 years
Mumbai Metropolitan Region
Stock Market Trading Asset & Wealth Management
Work from Office
Full Time

Posted: 1 year ago
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Posted over 15 days ago, so the role may have closed. Confirm on the employer's page when you apply, or see similar jobs.

Job Description

Skills:

Portfolio Management, Client Relationship Management, Financial Advisory, Relationship Building, Business Development, Mutual Funds, Asset Management,

We are a one-stop financial services shop, widely known for the quality of its advice, personalized service, and cutting-edge technology. We started our journey in 2008. Currently, we are serving more than 50,000 investors with a team of 100 members.

Key Responsibilities

  • The role of a financial advisor is to keep in touch with investors over the phone, update them about the latest ongoing schemes, and help them make wise investment decisions based on various factors.
  • Business development and acquisition of new investors are the key criteria in the performance matrix.

Skills

AdvisoryAsset ManagementClient RelationshipFinancial AdvisoryFinancial Advisor

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