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Investment representative

3.00 to 8.00 Years   Mumbai City   23 Jan, 2024
ENVICARE TECHNOLOGIES PRIVATE LIMITED
Job LocationMumbai City
EducationNot Mentioned
SalaryNot Disclosed
IndustryBFSI
Functional AreaFinance / Accounts / TaxInvestment Banking / M&A
EmploymentTypeFull-time

Job Description

    Handle telephone and email inquiries from clients regarding products, services, markets, regulations and any others issues impacting their accountsEducate clients on regulatory issues, policies, procedures, systems, marketsAnswer client service phone line from clientsPerform other duties as required that contribute to the overall effectiveness of the position to the team Serve as the internal liaison between Wealth Management client servicing teams, and other internal partnersNew and existing consulting support obtain and validate required legal documentation to open/close centrally managed accountsConduct peer reviews to confirm investment product and account type statement setup/deletionMonitor the turnaround time on all assigned activityInvestment representatives are responsible for conducting the administration of investment products and services. They must market and sell financial products and services to potential clients. Investment representatives offer advice and representation of the following financial products

Keyskills :
investmentgeneralassistant

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