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Money Honey Financial Services Pvt Ltd
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Financial Advisor - Any freshers also apply

Financial Advisor - Any freshers also apply

Money Honey Financial Services Pvt Ltd

0 years

2 - 3 Lacs

Mumbai Metropolitan Region

Posted:1 day ago| Platform:

Apply

Skills Required

management portfolio development portfolios

Work Mode

On-site

Job Type

Full Time

Job Description

Skills:

Mutual Funds, Client Relationship Management, Wealth Management, Financial Advisory, Portfolio Management, Sales Orientation,We are seeking candidates who are interested in pursuing a career in the financial advisory industry. We have an opening for the role of investment specialist (financial advisor). Our primary product offerings include mutual funds, fixed deposits (FD), government bonds, debentures, and more.

Key Responsibilities

Stay in touch with investors over the phone and provide them with updates on the latest ongoing schemes, including mutual funds, FDs, government bonds, debentures, etc.
Assist investors in making informed investment decisions based on various factors
Focus on business development and acquiring new investors as a key performance metric
Explain (over the phone) the various types of investment product features and financial services to potential clients
Work on meeting with clients to understand their needs and demands
Work on providing periodic updates on the performance of investment portfolios

Candidates should have a strong inclination to build a career in the financial industry. This role offers the opportunity to interact with fund managers regularly. Understanding investment products and having knowledge about the capital market makes this profile even more interesting.

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Money Honey Financial Services Pvt Ltd

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Financial Advisor - Any freshers also apply

Money Honey Financial Services Pvt Ltd

Mumbai Metropolitan Region

Financial Advisor - Any freshers also apply

Money Honey Financial Services Pvt Ltd

Mumbai Metropolitan Region

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Financial Advisor - Any freshers also apply