Investment Specialist
Stock Market Trading Asset & Wealth Management
Posted: 2 years ago
0-2 years
Virar, Maharashtra, India
Stock Market Trading Asset & Wealth Management
Work From Office
Full Time
Posted: 2 years ago
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Job Description
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Job Description
- 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.
Skills
Tax PlanningAccountsInvestmentsTaxIf 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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