
Investment Specialist

Investment Specialist
Mumbai
Full-Time
Junior: 1 to 3 years
Posted on Apr 09 2025
Not Accepting Applications
About the Job
Skills
cold calling
calling
Financial Modeling
Portfolio Management
Bloomberg Terminal
Risk Assessment
Equity Research
Investment Strategies
Financial Analysis
Excel for Financial Analysis
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They Should be comfortable with Telephonic interaction.
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 Pvt. Ltd. is India’s growing financial services company.
We offer best in class services in distribution of Financial Products like Mutual Funds, Government of India Bonds, Fixed Deposits and Life Insurance.
Money Honey Financial Services Pvt. Ltd. is India’s growing financial services company.
We offer best in class services in distribution of Financial Products like Mutual Funds, Government of India Bonds, Fixed Deposits and Life Insurance.
Industry
Financial Services
Company Size
51-200 Employees
Headquarter
Mumbai, Maharashtra
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