Financial Advisor
Financial Advisor
Mumbai
Full-Time
Fresher: Less than 1 year
₹ 12K - ₹ 25K (Per Month)
Posted on Jan 31 2023
About the Job
Skills
Financial Planning
Business Development
Finance
Marketing
Sales
Communication
Investment Advisory Services
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.
Responsibilities
- To be touch with investor over the phone and update them about latest ongoing scheme (which includes FD, MF, Bonds, Debenture etc) and help them to make wise investment decision based on various factor.
- Business development and acquisition of new investors the key criteria of performance matrix.
- As per need, male candidate may have to visit client place for completion of documentation (any place, any time, any day).
Qualifications
- Bachelor's degree in Finance or related field
- Communication Skill
- Small interest in sales & Marketing
About the company
Money Honey Financial Services is a one-stop-shop for information, advice as well as transaction and execution of financial services. Money Honey along with its subsidiaries caters to an entire gamut of financial services including equities and commodities broking, portfolio management, distribution of mutual funds, Commodities, Govt Bonds, IPO, Fixed Deposit, etc.
Money Honey Financial Services is a one-stop-shop for information, advice as well as transaction and execution of financial services. Money Honey along with its subsidiaries caters to an entire gamut of financial services including equities and commodities broking, portfolio management, distribution of mutual funds, Commodities, Govt Bonds, IPO, Fixed Deposit, etc.
Industry
Financial Services
Company Size
201-500 Employees
Headquarter
Mumbai
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