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Money Honey Financial Services

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2.5

based on 48 Reviews

2 Money Honey Financial Services Investment Specialist Jobs

Investment Specialist

Money Honey Financial Service Pvt Ltd

2.5

based on 48 Reviews

0-2 years

₹ 1.7 - 3L/yr (AmbitionBox estimate)

Mumbai

1 vacancy

Investment Specialist

Money Honey Financial Services

posted 13d ago

Job Role Insights

Fixed timing

Key skills for the job

Customer Service Investment Banking Analytical Chemistry MS Office Risk Management Financial Advisory

+ 3 more

Job Description

Bachelors degree in Finance, Economics, Business Administration, or related field.
Strong analytical and problem-solving skills with a keen attention to detail.
Excellent communication and interpersonal skills for client engagement.
Proficiency in financial software and MS Office applications.
Ability to work independently and as part of a team in a fast-paced environment.

As a Finance Advisor, you will be responsible for providing clients with sound financial advice, assisting in developing investment strategies, and helping them achieve their financial goals. If you are a recent graduate with a strong analytical mindset, excellent communication skills, and a passion for finance, we invite you to apply and become a part of our innovative and growth-oriented company.

Tasks

Provide financial advice to clients on investment opportunities and risk management.
Analyze market trends and economic data to assist clients in making informed financial decisions.
Develop personalized financial plans based on clients financial goals, risk tolerance, and investment preferences.
Maintain up-to-date knowledge of financial products, services, and regulations to ensure compliance and offer accurate advice.
Build and maintain strong client relationships through regular communication and exceptional customer service.

Requirements

Bachelors degree in Finance, Economics, Business Administration, or related field.
Strong analytical and problem-solving skills with a keen attention to detail.
Excellent communication and interpersonal skills for client engagement.
Proficiency in financial software and MS Office applications.
Ability to work independently and as part of a team in a fast-paced environment.

Employment Type: Full Time, Permanent

Read full job description

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