Job Description :Investment Specialist role is to be in touch with investor
over the phone and update them about latest ongoing schemes (which includes,
MF, FD, Govt. Bonds, Debentures, etc.) and help them to make wise investment
decision based on various factors. Business development and acquisition of new
investor is the key criteria of performance matrix. As per need, male candidate
may have to visit client place for completion of documentation (any place, any
day and any time).
Researching potential investments to determine their viability based on factors such as risk level and potential returns
Writing reports detailing investment results, identifying potential problems with specific investments, or recommending changes in strategy to clients
Managing client accounts by reviewing account statements, updating portfolios as needed, and making trades when instructed by clients
Providing clients with financial planning advice, such as retirement planning, insurance selection, and college savings strategies
Recommending changes in portfolio allocations based on client goals, risk tolerance, and time horizon
Meeting with clients to discuss financial goals, current holdings, and investment strategies