At Investment Point, we immensely value our people. This is because we believe that our services will be only as good as those who deliver them.
We are in the business of guiding our investors about to put their hard-earned money and helping them achieve their financial goals through wise decisions. Trust and goodwill form the fundamental basis of our relationships with people. What Makes us Special Unlike many other companies, we are not guided by blind statistics. Every team member is treated as a human being and not a machine. The atmosphere is friendly, and the management is always around to share the happiness and grief of early team member. Working at Investment Point Is a Rewarding Experience.
Job Purpose: The purpose of this role is to increase client engagement and provide complete financial planning solutions to them basis their risk and reward appetite keeping in mind organization’s revenue targets.