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Money Honey Financial Services

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2.5

based on 45 Reviews

1 Money Honey Financial Services Financial Advisor Job

Finance Advisor For Freshers Mumbai

Money Honey Financial Service Pvt Ltd

2.5

based on 45 Reviews

0-3 years

₹ 1.1 - 3.5L/yr (AmbitionBox estimate)

Mumbai

1 vacancy

Finance Advisor For Freshers Mumbai

Money Honey Financial Services

posted 6hr ago

Job Role Insights

Fixed timing

Key skills for the job

Investment Banking Teaching Mathematics Financial Advisory Financial Services Portfolio Management Mutual Funds

Job Description

Explain (over the phone) the various types of investment product features and financial service 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, Meeting with clients to understand their needs and demands.
Preparing financial plans with a mix of short and long term investments.
Providing periodic updates on the performance of investment portfolios.

Monitor clients accounts and determine if changes are needed to improve account performance or to accommodate life changes.

Employment Type: Full Time, Permanent

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What Financial Advisor at Money Honey Financial Services are saying

2.3

Rating based on 24 Financial Advisor reviews

Anonymous · Finance & Accounting in Mumbai

Likes

They give chances to freshers but the thing is no experienced person will work there that's why it's a good start for a fresher

Dislikes

They make it sound like it's jot a sales job but at the end of the day everyone have to do sales let it be new joinee or the manager itself its basically call center and the manager is really unprofessional and biased