Financial Advisor

16

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.

Industry

Financial Services

Company Size

201-500 Employees

Headquarter

Mumbai

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