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- Provide regular updates to clients regarding the status of their investment portfolios
- Inform clients of new investment opportunities within the stock market
- Source new clients through networking and cold calling
- Make changes in investment strategies based on market conditions
crm - Tiswadi, India - JobsBuddy
Description
CRM at Stock Broker Firm
We are looking to hire an experienced CRM to join our team. Who is familiar with all the ins and outs of investment opportunities within the market. Responsibilities include analyzing stocks, helping clients invest wisely by understanding their needs for different returns on investments or risks involved in each option. Ultimately, you will work directly with clients, educate them on different investment options and oversee the success of their accounts.
Responsibilities
Experience – 2-3 years
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