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 Advantages Provident Fund Education Bachelor s Required Work Location In person

📌 Any Graduate Fresher Also Apply (financial Advisor)- Goregaon (Maharashtra)
🏢 Money Honey Financial Services
📍 Maharashtra