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Keywords / Skills : Recommendations, Record Keeping, Ethics Compliance, solutions, documentation, actions, Analyze Investment Options, Determine Risk Tolerance, Legal Knowledge

3 - 5 years
Posted: 2020-01-15

Industry
Recruitment/Staffing/RPO
Function
Banking, Insurance & Financial Services
Role
Investment Advisor
Posted On
15th Jan 2020
Job Ref code
311219003923?xp=12
Job Description
Job Description :

Job Description

Educate clients regarding the range of applicable investment options available to them
Determine the risk tolerance of clients
Develop personally tailored investment solutions for clients
Follow through on the investment actions approved by clients
Maintain proper documentation of investment actions taken on behalf of clients Maintain an up-to-date knowledge of investment products

About Company

Talent Corner HR Services Pvt Ltd To offer integrated ,best quality service enabling us to become the first choice in Human Management and to be reliable partner in our share of work through value, compelleing relations with our customers.for 17 years
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