Job
Description
About the job: We are a one-stop financial services shop, widely known for the quality of our advice, personalized service, and cutting-edge technology. We started our journey in 2008. Currently, we are serving more than 50,000 investors with a team of 150 members. To meet our expansion goal, we are in the process of expanding our team of Investment specialists. Interested candidates may be in touch with the HR team as per the details given below. Key responsibilities: 1. Engage with clients over the phone to build strong relationships. 2. Share updates about new products or any upcoming changes in existing products. 3. Increase wallet share from existing clients by promoting relevant offerings. 4. Expand the client base by onboarding new clients. 5. Support existing clients with any service issues post-transaction. 6. Conduct periodic reviews of client portfolios. 7. Showcase investment products (mutual funds, fixed deposits, bonds, and debentures) to both prospective and existing clients, highlighting those that may be of interest or are on the approved list. 8. Assist clients in aligning their investments with their needs and risk appetite, in line with dynamic asset allocation. 9. Drive business growth and expand the client base. Who can apply: Only those candidates can apply who: are from Mumbai only Salary: ₹ 2,00,000 - 3,50,000 /year Experience: 0 year(s) Deadline: 2025-07-04 23:59:59 Skills required: Client Interaction, Client Relationship Management (CRM) and Portfolio Management Other Requirements: What you can expect from this profile: 1. Deep understanding of products like mutual funds, corporate fixed deposits, RBI bonds, non-convertible debentures (NCDs), and 54EC capital gain bonds. 2. Deep understanding of the capital market, fixed income market, commodity market-especially precious metals, real estate, the economy, and various sectors. 3. Regular interaction and sessions with fund managers. 4. Need to keep track of global market activity, government policies, central bank policies across the world, inflation, and many other factors. About Company: Money Honey Financial Services Private Limited's founder has been in the financial services industry for over 19 years now and manages one of the largest retail investment networks in the country. Having managed investments for tens of thousands of clients, he has immense experience in understanding the needs of a regular investor. At Money Honey, we bring together cutting-edge technology and top-notch financial services in one powerful package. We provide our investors easy access to a wide range of investment products like mutual funds from leading fund houses in India, corporate fixed deposits, bonds, debentures, and much more in one convenient online location. In short, we are your one-stop shop to build wealth. Our offline-only investment platform is built on robust technology that enables you to easily invest in mutual funds from leading fund houses in India, corporate fixed deposits, and various other investment products.
