Graduate Student for Financial Advisor
Graduate Student for Financial Advisor
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Job Description
Company Overview
Money Honey Financial Services Pvt. Ltd. is a rapidly growing company in Indias financial services sector. Based in Mumbai the company specializes in the distribution of financial products such as mutual funds government bonds fixed deposits and life insurance. With a dedicated team of 51-200 employees Money Honey aims to offer top-notch financial solutions to its clients. More information can be found at Money Honey Financial Services Pvt. Ltd..
Job Overview
We are looking for a Graduate Student for the position of Financial Advisor. This is a full-time entry-level role located in Mumbai ideally suited for freshers with 0 to 1 year of experience. The selected candidate will assist in managing client portfolios enhancing client relations and supporting the advisory team with effective client communication. This is a unique opportunity to start a career in the financial services industry with a reputed firm.
Qualifications and Skills
- Must have excellent cold calling skills to effectively reach out to potential clients and generate business opportunities (Mandatory skill).
- Proficiency in portfolio management to assist in maintaining and optimizing client investments and financial plans.
- Strong client communication skills both written and verbal are essential for addressing client inquiries and concerns.
- Ability to build and maintain client relations through consistent and professional interactions.
- Exceptional customer service skills to ensure high client satisfaction and retention.
- Basic understanding of financial advisory services to support the advisory team in providing appropriate guidance to clients.
- Capacity to work collaboratively with the team to meet business and client objectives effectively.
- A detail-oriented approach to ensure accuracy in financial documentation and reporting.
Roles and Responsibilities
- Engage in cold calling activities to identify and engage potential clients for financial products and services.
- Assist in managing and updating client portfolios to align with investment goals and financial strategies.
- Facilitate effective communication with clients to provide updates and address any inquiries or concerns promptly.
- Work closely with the advisory team to support the development and implementation of financial plans.
- Ensure excellent customer service by delivering timely and accurate information to clients as required.
- Contribute to the establishment and enhancement of client relations through proactive engagement and support.
- Stay updated on industry trends and product offerings to provide informed advice to clients.
- Participate in regular training sessions and team meetings to stay informed about company and industry developments.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
