0 - 3 years

2.0 - 5.0 Lacs P.A.

Mumbai

Posted:2 months ago| Platform: Naukri logo

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Skills Required

financial productsMutual fundsMathematicsTax planningDebenturesPortfolio managementFixed depositsFinancial AdvisorFinancial servicesInvestment

Work Mode

Work from Office

Job Type

Full Time

Job Description

Explain (over the phone) the various types of investment product features and financial servicesto potential clients. Deliver personalized investment solutions to help clients work toward their short term, medium term and long-term financial goals Develop and deepen client relationships. Educate clients and answer questions about investment options and potential risks. Recommend investments to clients or select investments on their behalf. Help clients plan for specific circumstances, such as education expenses, tax planning or retirement planning.

Money Honey Financial Services

Financial Services

Finance City

50 Employees

3 Jobs

    Key People

  • Jane Doe

    CEO
  • John Smith

    CFO

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