Money Honey Financial Services Logo

Financial Advisor (Graduate Fresheralso apply ) - Goregaon [w]

at  Money Honey Financial Services Pvt. Ltd.(Posted by money honey financial services)

Financial Advisor (Graduate Fresheralso apply ) - Goregaon [w]

at  Money Honey Financial Services Pvt. Ltd.(Posted by money honey financial services)

1 Opening

Posted 1 week, 6 days Back

SalarySalary

10,000 - 20,000 PM

ExperienceExperience

6 monthsto 6 months experience| Resume Required

LocationLocation

Goregaon, Mumbai

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Additional Details

Job Type

Full Time

Shift Timings

9:30 AM - 6:30 PM(day shift)

Working Days

6 days

(Sunday)

Job Requirements

Education

Below 10th mandatoryCompulsory

Experience

6 months to 6 months of experience as Equity Dealer preferred

Age

18 - 30 yrs

Job Description

Job Summary

A financial advisor, also called a personal financial advisor, works with individuals and businesses to guide them in making budgetary, savings and investment decisions.

Continuous interaction with investors over phone. This will help advisor to build strong relationship with investors. Providing regular updates about new schemes, products, new issues, dividends, public issues or any changes in market conditions. All activities are largely over phone. For male candidate may have to visit at client place to complete documentation or presenting the investment plans.

Common job duties include interviewing clients, analyzing financial information, recommending financial plans and monitoring outcomes. These duties require strong analytical skills and a desire to work with people, as well as excellent communication and interpersonal skills to work in this people-oriented business.

A financial adviser provides specialist advice to clients on managing their money in the most profitable and secure way. Clients can be commercial enterprises, institutional groups / societies or private individuals. A financial adviser is essentially an intermediary or agent between providers of financial products and services on the one hand and customers on the other.

Responsibilities:

Personal financial advisors typically do the following:

  • Explain (over the phone) the various types of investment product features and financial services 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, such as getting married or having children.
  • Research investment opportunities.

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. Money Honey along-with its subsidiaries caters to entire gamut of financial services including equities and commodities broking, portfolio management, distribution of mutual funds, Stocks, Commodities, Govt Bonds, IPO, Fixed Deposit, etc. A specialized and trained team facilitates the smooth acquisition and servicing of a large customer base.

Work Location: Near Ram Mandir Railway Station, Goregaon West, Mumbai Office location is walk able distance from Ram Mandir Railway Station

Please forward your resume.

Thanks&Regards

HR Team

Money Honey Financial Services Pvt Ltd

Company Details

Money Honey Financial Services Logo

Money Honey Financial Services Pvt. Ltd.(Posted by money honey financial services)

http://moneyhoney.co.in/

Small & Medium Enterprises (SMEs)|Banking / Financial Services / Insurance|50-200 Employees

We are a one-stop financial services shop, widely known for quality of its advice, personalized service and cutting-edge technology.

The Money Honey Financial Services Limited straddle the entire financial services space with offerings ranging from Mutual Funds, Life Insurance, General Insurance, Fixed deposits, GoI bonds, Equities and derivatives trading, Commodities trading, Portfolio Management Services, and other small savings instruments to loan products.

With a team of research analysts, a full-fledged sale and operation team, and an experienced Relationship Managers team, Money Honey is rapidly emerging as one of the premier Financial Services Distribution houses in India, Headquartered in Mumbai.

Money Honey Financial Services Pvt. Ltd is a registered Corporate Agent with the Insurance Regulatory and Development Authority (IRDA). It's one of the fastest growing Corporate Agent for Bajaj Allianze Life Insurance Co. Limited, which is amongst the largest private Life Insurance Company in India.

Financial Advisor (Graduate Fresheralso apply ) - Goregaon [w]

at  Money Honey Financial Services Pvt. Ltd.(Posted by money honey financial services)

Salary

10,000 - 20,000 PM

Location

Goregaon, Mumbai

Experience

6 monthsto 6 months experience

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