Investment Advisor

ISPN Consulting (P) Ltd

0 to 5 yrs. Bhubaneshwar , Cuttack , Kolkata
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Posted on 09 Oct 2017

Job Description

• Provide Stock advisory/Investment support to clients/investor.
• Support investment professionals to cultivate client relationships.
• Prepare trending plans and check their accuracy
• Respond to prospective customer queries about stock calls
• Assist in the development plans for the company
• Offer subject matter expertise to fellow investors
• Maintain awareness of latest legislative changes that may affect investment planning
-Investment planners need clients, and a successful advisor will be able to sell his skills to people.
-You will need to understand how a client wants to invest their money, as well as understand the complexities of the stock market, foreign exchanges.
-Stock advisors work with numbers, and good math skills are necessary.
-You will be working directly with clients and must understand their needs, and address their concerns.

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