Investment Specialist

1 week ago


Chennai, Tamil Nadu, India Valueplus Technologies Private Limited Full time

Investment Specialist Role

At Valueplus Technologies Private Limited, we are seeking a skilled Investment Specialist to play a pivotal role in offering expert guidance to clients and helping them achieve their financial goals. The ideal candidate will have a strong understanding of investment principles, financial markets, and products, as well as excellent communication and interpersonal skills.

Key Responsibilities:

- Understand clients' investment needs, risk tolerance, and financial goals

- Explain financial products available in the platform to clients in a simple manner

- Create customized portfolios based on clients' requirements

- Ensure existing clients are adequately insured

- Serve as the single point of contact for all further investment needs of the client

- Hold portfolio review meetings with clients and make necessary adjustments

- Stay up-to-date with market trends and their impact on investments

Requirements:

- Bachelor's degree in finance, economics, or a related field

- 2 to 5 years of experience in the financial services or wealth management industry

- Strong understanding of investment principles, financial markets, and products

- Excellent communication and interpersonal skills

- Ability to build and maintain strong client relationships

What We Offer:

- A dynamic and collaborative work environment

- Opportunities for professional growth and development

- A chance to work with a team that values collaboration, continuous learning, and professional growth



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