Financial Advisor

Money Honey Financial Services

0 - 1 years

2 - 5 Lacs

goregaon

Posted:1 day ago| Platform:

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Skills Required

mutual funds upsell portfolio management financial services cross selling financial products sales relationship building financial advisory customer engagement wealth management investment advisory financial services sales investment products

Work Mode

Work from Office

Job Type

Full Time

Job Description

Company Profile:

Role & Responsibilities:

Engage with investors through calls and digital platforms to share updates on Mutual Funds, Fixed Deposits, Bonds, and Debentures.
Offer personalized investment solutions aligned with clients short-, medium-, and long-term financial goals.
Maintain strong client relationships to ensure satisfaction, retention, and loyalty while managing regular communication across multiple channels.
Stay informed about market trends, financial products, and investment opportunities to deliver timely and relevant guidance.
Drive business growth by tracking leads, following up on prospects, and acquiring new clients through referrals, networking, and community outreach.

Qualification : Minimum Graduate from any stream.
Experience : Fresher’s can apply. Remuneration : As per company norms Working days : Monday to Saturday (first 6months) Post 6months alternate Saturday off.

Contact:

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