Financial Advisor

1

Applications

Mumbai
Full-Time
Fresher: Less than 1 year
12K - 25K (Per Month)
Posted on Feb 21 2023

About the Job

Skills

Finance
Helping Clients
Sales
Marketing
Customer Service
Financial Services
Cold Calling

The ideal candidate should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. 

 

Responsibilities

  • Provide financial planning support to clients
  • Support investment professionals to cultivate client relationships
  • They Should be comfortable with Telephonic interaction.
  • 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

  • Strong understanding of the investment business


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