Financial Service Consultant

Money Honey Financial Services Pvt Ltd; Mumbai; On-site; INR 180,000 - 300,000; Full time

Job summary

Money Honey Financial Services Pvt Ltd in Mumbai seeks an enthusiastic fresher to engage investors through calls and digital channels, offering guidance on mutual funds, FDs, bonds, and debentures. You will tailor investment solutions to clients' goals and maintain strong relationships across multiple platforms.

Ideal candidates are graduates with strong communication skills, ready to learn market trends and grow with the company.

Qualifications

• Minimum graduate from any stream.
• Freshers can apply.
• Remuneration as per company norms.

Responsibilities

• Engage with investors through calls and digital platforms to share updates on mutual funds, FDs, bonds, and debentures.
• Offer personalized investment solutions aligned with clients' short-, medium-, and long-term financial goals.
• Maintain strong client relationships to ensure satisfaction, retention, and loyalty while managing regular communication across multiple channels.
• Stay informed about market trends, financial products, and investment opportunities to deliver timely and relevant guidance.
• Drive business growth by tracking leads, following up on prospects, and acquiring new clients through referrals, networking, and community outreach.

Skills

Communication skills

Relationship building

Client servicing

Education

Graduate or above

Job description

Company Profile

We are a one-stop financial services shop, widely known for quality of its advice, personalized service and cutting-edge technology. We started our journey in 2008. Currently we are serving more than 50,000 investors with a team of 100 members. Our core product offering is mutual fund, FD, Govt. Bonds, Debenture, etc.

Role Responsibilities

• Engage with investors through calls and digital platforms to share updates on Mutual Funds, Fixed Deposits, Bonds, and Debentures.
• Offer personalized investment solutions aligned with clients short-, medium-, and long-term financial goals.
• Maintain strong client relationships to ensure satisfaction, retention, and loyalty while managing regular communication across multiple channels.
• Stay informed about market trends, financial products, and investment opportunities to deliver timely and relevant guidance.
• Drive business growth by tracking leads, following up on prospects, and acquiring new clients through referrals, networking, and community outreach.

Qualification : Minimum Graduate from any stream.

Experience : Freshers can apply.

Remuneration : As per company norms

Working days : Monday to Saturday (first 6months)

Post 6months alternate Saturday off.