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A investment specialist , also called a personal investment specialist , works with individuals and businesses to guide them in making budgetary, savings and investment decisions.
Continuous interaction with investors over phone. This will help advisors to build strong relationships 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 candidates may have to visit a client place to complete documentation or present 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 investment specialist 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 investment specialist is essentially an intermediary or agent between providers of financial products and services on the one hand and customers on the other.
