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…
Investment Specialist (Financial Advisor) 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…
We are a one stop financial services shop, widely known for quality of its advice, personalized service and cutting edge technology. We started our journey in 2008. Currently we are serving more than 50,000 investors with a team of 100…