Posted May 16, 2024 148 views
Category
Non-Management
Reports To:
Director Sales
Department
Sales
Job Specification
Basic Qualification
Graduate
Skills
- Verbal/Written Communication skills
- Ability to work under pressure
- Problem-Solving
Experience (No. Of Years)
1 year preferably in a related field
Job Summary: (Brief description mentioning the main purpose of the job)
The Investment Advisor is responsible to sell assigned projects & lift up capital for the organization. Meeting targets is the prior responsibility of the Investment Advisor.
Job Responsibilities:
Working with clients to identify their unique investment goals.
Meets with customers in a sales environment to drive product sales and knowledge
Formulating investment strategies based on client goals.
Follows up with any clients
Issuing client documents, including monthly or yearly portfolio reports.
Communicating openly, consistently, and honestly with clients and always keeping them informed about changes to your investment strategy.
Suggesting investment products based on client needs.
Any other task assigned by the Director Sales.
Job Details
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