Money Honey Financial Services Pvt Ltd

100+ Employees
10K+ To 25K Avg. Salary

About Company


Job Description :

v  Investment Specialist (Financial Advisor) role is to be in touch with investor over the phone and update them about latest ongoing schemes (which includes, MF, FD, Govt. Bonds, Debentures, etc) and help them to make wise investment decision based on various factors.

v  Business development and acquisition of new investor is the key criteria of performance matrix.

v  Advising clients on financial products and services

v  Managing Investments

v  Engaging with new and existing clients on a daily basis to better understand their short- and long-term financial goals

v  Monitoring client portfolios to ensure these meet their progress and target requirements

v  Providing tax, income, and estate guidance for clients while being able to answer questions

v  Assisting with marketing and communications to help grow their customer base

Qualification   : Minimum Graduate from any stream.
Experience      : Fresher’s can apply.
Remuneration  : As per company norms
Working days  : Monday to Saturday (first 6months)
Post 6months alternate Saturday off.

Money Honey Financial Services Pvt. Ltd.
1st Floor, Nahar Singh Industrial Bldg.,
Ram Mandir Road, Opp. Movie Star Cinema,
Goregaon West, Mumbai-400104
Note: 5min walkable distance from Ram Mandir Railway station

Email   :
Mobile : 8451005376


Company Details

Location: Mumbai
Phone: 8451005376

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