Finance Advisor For Freshers Mumbai

Year    Mumbai, Maharashtra, India

Job Description


Money Honey Financial Services Pvt Ltd, incorporated in 8th May of the year 2008 at Mumbai.TheMoney Honey is a one-stop shop for information, advice as well as transaction execution offinancial services. Money Honey along-with its subsidiaries caters to entire gamut of financialservices including equities and commodities broking, portfolio management, distribution of mutualfunds, Stocks, Commodities, Govt Bonds, IPO, FixedDeposit, etc. A specialized and trained teamfacilitates 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 andtransformed its business model from providing information services to institutional customers toretail customers. Money Honey leveraged its position as a provider of financial information andanalysis by diversifying into transactional services, primarily for online trading in shares andsecurities and online as well as offline distribution of personal financial products, like mutual funds,fixed deposits, debentures and RBI Bonds.Tasksxe2x99xbb Explain (over the phone) the various types of investment product features and financial servicesto potential clients.xe2x99xbb Deliver personalized investment solutions to help clients work toward their short term, mediumterm and long-term financial goalsxe2x99xbb Develop and deepen client relationships.xe2x99xbb Educate clients and answer questions about investment options and potential risks.xe2x99xbb Recommend investments to clients or select investments on their behalf.xe2x99xbb Help clients plan for specific circumstances, such as education expenses, tax planning orretirement planning.xe2x99xbb If needed, Meeting with clients to understand their needs and demands.xe2x99xbb Preparing financial plans with a mix of short and long term investments.xe2x99xbb Providing periodic updates on the performance of investment portfolios.xe2x99xbbMonitor clientsxe2x80x99 accounts and determine if changes are needed to improve account performance or to accommodate life changes.RequirementsGraduate Fresher
Finance Knowledge
Mathematicsmoney honey financial services

money honey financial services

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Job Detail

  • Job Id
    JD3635236
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Mumbai, Maharashtra, India
  • Education
    Not mentioned
  • Experience
    Year