investors bank customer service associate

Mark Cussen CMFC has 13 years of experience as a writer and provides financial education to military service members and the public. Mark is an expert in investing economics and market news.

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For example you might work as a customer support representative which can help you fine tune some of the communication and organizing skills youll need to be a client service.

. While offering referral services the bank should strictly adhere to the relevant RBI guidelines. Traditionally associated with corporate finance such a bank might assist in raising financial capital by underwriting or acting as the clients agent in the. Investment banking denotes certain activities of a financial services company or a corporate division that consist in advisory-based financial transactions on behalf of individuals corporations and governments.

Generally working for a bank or other financial institution that deals with securities is the next natural stepping stone for becoming a client service associate. The third party issuers should adhere to the relevant regulatory guidelines applicable to them. The bank should make it explicitly clear upfront to the customer that it is purely a referral service and strictly on a non-risk participation basis.

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