The investment Specialist (Financial Advisor) role is to be in touch with an investor over the phone and update them about the latest ongoing schemes (which includes, MF, FD, Govt. Bonds, Debentures, etc) and help them to make a wise investment decision based on various factors.
Business development and acquisition of new investor is the key criteria of the performance matrix. Candidate must have the inclination to build his or her carrier in the financial industry.
The candidate will have an opportunity to interact with the fund manager at regular intervals.
Understanding investment products and knowledge about capital markets makes this profile more interesting.