Financial Advisor
Financial Advisor18
Applications
18
Applications
Mumbai
Full-Time
Fresher: Less than 1 year
₹ 12K - ₹ 25K (Per Month)
Posted on Mar 20 2023
About the Job
Skills
Financial Planning
Customer Relationship Management (CRM)
Business
Finance
Helping Clients
Financial Goals
Interpersonal Skills
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
- Provide financial planning support to clients
- Support investment professionals to cultivate client relationships
- Prepare financial plans and check their accuracy
Qualifications
- Bachelor's degree in Finance or related field
- 5+ years' of industry experience
- Strong understanding of the investment business
- Excellent interpersonal skills
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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