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.

Industry

Financial Services

Company Size

201-500 Employees

Headquarter

Mumbai

Other open jobs from Money Honey Financial