Investment Specialist

Money Honey Financial services Pvt LTD; Mumbai City; Presencial; INR 240 000 - 360 000; Tempo integral

Resumo da oferta

Money Honey Financial Services Pvt LTD in Mumbai is hiring an Investor Advisory Executive. Fresh graduates may apply to engage investors via calls and digital channels, sharing updates on mutual funds, FDs, bonds and debentures, and offering tailored investment solutions.

You will build and maintain relationships across channels, stay updated on market trends, and drive growth by following up leads and networking. Occasional client visits may be required for documentation.

Qualificações

• Minimum graduate from any stream.

Responsabilidades

• 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.

Formação académica

Graduate

Descrição da oferta de emprego

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.

As per need, male candidate may have to visit client place for completion of

documentation (any place,any day and any time).

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.

Contact:

Email : hidden_email

Mobile: hidden_mobile