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.

Industry

Financial Services

Company Size

51-200 Employees

Headquarter

Mumbai, Maharashtra

Other open jobs from Money Honey Financial Services Pvt Ltd