About the Job
We are seeking candidates who are interested in pursuing a career in the financial advisory industry. We have an opening for the role of investment specialist (financial advisor). Our primary product offerings include mutual funds, fixed deposits (FD), government bonds, debentures, and more.Key responsibilities:
1. Stay in touch with investors over the phone and provide them with updates on the latest ongoing schemes, including mutual funds, FDs, government bonds, debentures, etc.
2. Assist investors in making informed investment decisions based on various factors
3. Focus on business development and acquiring new investors as a key performance metric
4. Explain (over the phone) the various types of investment product features and financial services to potential clients
5. Work on meeting with clients to understand their needs and demands
6. Work on providing periodic updates on the performance of investment portfolios
Candidates should have a strong inclination to build a career in the financial industry. This role offers the opportunity to interact with fund managers regularly. Understanding investment products and having knowledge about the capital market makes this profile even more interesting.
Number of Openings
5 openingsSkills
Customer Acquisition, Client Interaction, Client Relationship, Financial Services, Portfolio Management
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