Financial Advisor
Financial Advisor
73
Applications
Mumbai
Full-Time
Fresher: Less than 1 year
₹ 2L - ₹ 4L (Per Year)
Posted on Feb 13 2024
Not Accepting Applications
About the Job
Skills
Financial Planning
Customer Relationship Management (CRM)
Business
Finance
Helping Clients
Financial Goals
Interpersonal Skills
Finance knowledge
- Explain (over the phone) the various types of investment product features and financial services to potential clients.
- Deliver personalized investment solutions to help clients work toward their short-term, medium-term, and long-term financial goals
- Develop and deepen client relationships.
- Educate clients and answer questions about investment options and potential risks.
- Recommend investments to clients or select investments on their behalf.
- Help clients plan for specific circumstances, such as education expenses, tax planning, or retirement planning.
- If needed, Meet with clients to understand their needs and demands.
- Preparing financial plans with a mix of short and long-term investments
About the company
Money Honey Financial Services Pvt. Ltd. is Indiaâs 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 Indiaâs 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
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