Investment representative

An investment representative is a professional who works at an investment firm, bank or another financial institution. Their job is to provide clients with financial advice regarding investments, typically for a fee. They are also obligated to perform sales-related duties to market their institution's financial products and services

1. To identify the needs of the clients by using various tools and to provide an exceptional experience to the existing as well as the new clients
2. To be involved in planning business activities that meet with the assigned weekly and monthly sales as well as service and referral targets
3. To be responsible for proactively initiating phone calls to prospective clients, fixing up appointments with them to discuss their requirement and offering them financial solutions that will assist in achieving their goals and objectives
4. To be accountable for accurately compiling, capturing, gathering and validating the client's personal as well as financial information and ensuring that all the documents are in accordance with the organization's rules and policies
5. To demonstrate a strong code of ethics, principles, and values by adhering and protecting the client's confidential data and information
6. To regularly review the accounts of the client and modify plans whenever there are any major changes in terms of economic changes or life changes