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Money Honey Financial Services
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Investment Specialist

Investment Specialist

Money Honey Financial Services

0 - 1 years

2 - 3 Lacs

Mumbai

Posted:1 month ago| Platform:

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Skills Required

Interpersonal skills Analytical Client engagement Customer service Investment banking MS Office Risk management Financial services Financial Advisor Investment

Work Mode

Work from Office

Job Type

Full Time

Job Description

Provide financial advice to clients on investment opportunities and risk management. Analyze market trends and economic data to assist clients in making informed financial decisions. Develop personalized financial plans based on clients financial goals, risk tolerance, and investment preferences. Maintain up-to-date knowledge of financial products, services, and regulations to ensure compliance and offer accurate advice. Build and maintain strong client relationships through regular communication and exceptional customer service. Requirements Bachelors degree in Finance, Economics, Business Administration, or related field. Strong analytical and problem-solving skills with a keen attention to detail. Excellent communication and interpersonal skills for client engagement. Proficiency in financial software and MS Office applications. Ability to work independently and as part of a team in a fast-paced environment.

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Investment Specialist