Investment Specialist
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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 AdvisorIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
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