Job Description
Responsibilities:
Personal investment specialist typically do the following:
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, such as getting married or having children.
Research investment opportunities.
Job Type: Full-time
Pay: ₹15,000.00 - ₹25,000.00 per month
Benefits:
Provident Fund
Schedule:
Day shift
Supplemental Pay:
Performance bonus
Education:
Bachelor's (Required)
Personal investment specialist typically do the following:
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, such as getting married or having children.
Research investment opportunities.
Job Type: Full-time
Pay: ₹15,000.00 - ₹25,000.00 per month
Benefits:
Provident Fund
Schedule:
Day shift
Supplemental Pay:
Performance bonus
Education:
Bachelor's (Required)
💡 Quick Summary
Seeking a career-building opportunity? The Any Graduate Fresher also apply (Financial Advisor)- Goregaon position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
