Job Description

A investment specialist , also called a personal investment specialist , works with individuals and businesses to guide them in making budgetary, savings and investment decisions.

We are looking for candidates who are aspiring to build career in financial advisory industry. We have opening for Investment Specialist (Financial Advisor). Our core product offering is mutual fund, FD, Govt. Bonds, Debenture, etc.To meet our expansion goal, we are in a process of expanding our team of Investment specialists.

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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 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).

Company Profile:

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 members.

Qualification : Minimum Graduate from any stream. Experience : Freshers can apply.

Remuneration : As per company norms

Working days : Monday to Saturday (first 6months) Post 6months alternate Saturday off.

We Believe In - Eat, sleep, breath equity, investment and holistic advise. - If there is no work, there is no life. - 9 to 5 types, please excuse.

Expertia AI Technologies