Company Overview

Money Honey Financial Services Pvt. Ltd. is a leading financial services company based in Mumbai, specializing in distribution of financial products such as mutual funds, government bonds, fixed deposits.

Roles and Responsibilities

• Assist clients in choosing suitable investment products such as mutual funds, fixed deposits, bonds, and insurance solutions based on their financial goals.
• Provide clear information, guidance, and recommendations on wealth management and financial planning services tailored to individual client profiles.
• Build and maintain trusted relationships with clients through proactive communication, timely support, and regular updates on market trends and product offerings.
• Support clients through the account setup, investment documentation, and transaction processes, ensuring a smooth onboarding and ongoing experience.
• Monitor clients' existing portfolios, review progress towards stated goals, and provide input for necessary adjustments in line with changing market dynamics.
• Coordinate with internal teams to ensure delivery of the highest service standards and seamless client interactions across touch points.
• Stay updated with industry best practices, regulatory changes, and new product launches to deliver informed and compliant advice to clients.
• Maintain accurate records of client interactions, feedback, and transactions for future reference and compliance requirements.