Job Description

Money Honey Financial Services Pvt Ltd, incorporated in 8th May of the year 2008 at Mumbai.The
Money Honey is a one-stop shop for information, advice as well as transaction execution of
financial services. Money Honey along-with its subsidiaries caters to entire gamut of financial
services including equities and commodities broking, portfolio management, distribution of mutual
funds, Stocks, Commodities, Govt Bonds, IPO, FixedDeposit, etc. A specialized and trained team
facilitates the smooth acquisition and servicing of a large customer base.
The Company identified the potential of the Internet to cater to a mass retail segment and
transformed its business model from providing information services to institutional customers to
retail customers. Money Honey leveraged its position as a provider of financial information and
analysis by diversifying into transactional services, primarily for online trading in shares and
securities and online as well as offline distribution of personal financial products, like mutual funds,
fixed deposits, debentures and RBI BondsTasks\xe2\x99\xbb Explain (over the phone) the various types of investment product features and financial services
to potential clients.
\xe2\x99\xbb Deliver personalized investment solutions to help clients work toward their short term, medium
term and long-term financial goals
\xe2\x99\xbb Develop and deepen client relationships.
\xe2\x99\xbb Educate clients and answer questions about investment options and potential risks.
\xe2\x99\xbb Recommend investments to clients or select investments on their behalf.
\xe2\x99\xbb Help clients plan for specific circumstances, such as education expenses, tax planning or
retirement planning.
\xe2\x99\xbb If needed, Meeting with clients to understand their needs and demands.
\xe2\x99\xbb Preparing financial plans with a mix of short and long term investments.
\xe2\x99\xbb Providing periodic updates on the performance of investment portfolios.
\xe2\x99\xbbMonitor clients accounts and determine if changes are needed to improve account performance or to accommodate life changes.RequirementsA financial advisor, also called a personal financial advisor, works with individuals and businesses
to guide them in making budgetary, savings and investment decisions.
A financial adviser provides specialist advice to clients on managing their money in the most
profitable and secure way. Clients can be commercial enterprises, institutional groups / societies or
private individuals. A financial adviser is essentially an intermediary or agent between providers of
financial products and services on the one hand and customers on the other.
They need good communication and interpersonal skills in addition to financial knowledge. A
bachelor's degree is usually required, preferably in finance or a related field.Money Honey Financial

Money Honey Financial