Finance Specialist Fresher Job

Key responsibilities:

1. Explain (over the phone) the various types of investment product features and financial services to potential clients
2. Deliver personalized investment solutions to help clients work toward their short-term, medium-term, and long-term financial goals
3. Develop and deepen client relationships
4. Educate clients and answer questions about investment options and potential risks
5. Recommend investments to clients or select investments on their behalf
6. Help clients plan for specific circumstances, such as education expenses, tax planning, or retirement planning
7. Work on meeting with clients to understand their needs and demands
8. Work on preparing financial plans with a mix of short and long-term investments
9. Work on providing periodic updates on the performance of investment portfolios
10. Monitor clients' accounts and determine if changes are needed to improve account performance or to accommodate life changes

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