Valueplus Technologies Reviews by Employees

AssetPlus is seeking dynamic and knowledgeable Investment Specialist to join our team, where they will play a pivotal role in offering expert guidance to help clients achieve their financial goals Key responsibilities - Talking to existing clients to understand their investment needs, risk tolerance and financial goals - Understanding the financial products available in the platform and explaining them to the clients in a simple manner - Creating customized portfolios based on the clients requirements - Ensuring existing clients are adequately insured - Working on being the single point of contact for all further investment needs of the client - Holding portfolio review meetings with the clients and improvising as required - Understanding market trends and their impact on portfolios Requirements - Bachelor's degree in finance, economics, or a related field - 2 to 5 years of experience in the financial services or wealth Management industry. - Strong understanding of investment principles, financial markets, and products. - Excellent communication and interpersonal skills. - Ability to build and maintain strong client relationships. - If you're ready to use your financial expertise to drive impactful strategies and grow with us, we encourage you to apply for this exciting opportunity. Join AssetPlus as a Investment Specialist and be part of a team that values collaboration, continuous learning, and professional growth

Chennai

Valueplus Technologies - Investment Specialist 

Job Description for Valueplus Technologies - Investment Specialist  in Valueplus Technologies Private Limited in  Chennai for (2-5) years of experience. Apply Now!