Financial Advisor / Investment Specialist :
Continuous interaction with investors over phone. This will help advisor to build strong relationship with investors. Providing regular updates about new schemes, products, new issues, dividends, public issues or any changes in market conditions. All activities are largely over phone. For male candidate may have to visit at client place to complete documentation or presenting the investment plans. Common job duties include interviewing clients, analyzing financial information, recommending financial plans and monitoring outcomes. These duties require strong analytical skills and a desire to work with people, as well as excellent communication and interpersonal skills to work in this people-oriented business. A persuasive and articulate communication style is helpful. The ability to use databases and conduct financial research, in addition to excellent math skills, are necessary for success in the industry. Responsibilities: A financial advisor, also called a personal financial advisor, works with individuals and businesses to guide them in making budgetary, savings and investment decisions. A financial adviser provides specialist advice to clients on managing their money in the most profitable and secure way. Clients can be commercial enterprises, institutional groups / societies or private individuals. A financial adviser is essentially an intermediary or agent between providers of financial products and services on the one hand and customers on the other. They need good communication and interpersonal skills in addition to financial knowledge. A bachelor's degree is usually required, preferably in finance or a related field.
Thanks,
Yashaswini
8655867028
