Financial Advisor - Freshers also apply
Financial Advisor - Freshers also apply
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Job Description
Company Overview
Money Honey Financial Services Pvt Ltd is a rapidly growing financial services company based in Mumbai specializing in the distribution of financial products such as mutual funds government bonds fixed deposits and life insurance. With a team of 51-200 employees we are committed to offering the best in class financial services to our clients across India.
Job Overview
We are seeking a motivated Financial Advisor to join our team in Mumbai. This full-time position is suitable for freshers requiring between 0 to 1 year of work experience. The successful candidate will be responsible for advising clients on financial products and services helping them achieve their financial goals through effective planning and management.
Qualifications and Skills
- A degree in finance economics or a related field is required to ensure a foundational understanding of financial concepts.
- Strong knowledge in financial planning to effectively assist clients in formulating and executing plans to meet their financial objectives.
- Proficiency in wealth management techniques to offer comprehensive services that cover all aspects of financial growth and security.
- Excellent client relationship management skills to build trust and maintain long-term associations with clients.
- Familiarity with mutual funds and other financial products to provide informed and accurate recommendations.
- Ability to manage portfolios ensuring that clients financial assets are optimally performing and aligned with their goals.
- Problem-solving skills are essential to tackle financial challenges and provide proactive solutions to clients.
- Must have top-notch communication and interpersonal skills to effectively collaborate with clients and other stakeholders.
Roles and Responsibilities
- Provide comprehensive financial advice to help clients manage their finances effectively and achieve their goals.
- Conduct thorough reviews of clients financial circumstances and develop tailored financial plans.
- Build and maintain strong relationships with clients ensuring satisfaction and trust.
- Stay updated with the latest developments in financial products to offer timely and relevant advice.
- Continuously monitor and review clients portfolios making adjustments as necessary to maximize returns.
- Educate clients about potential risks and benefits of different financial strategies and products.
- Act as the primary point of contact for clients addressing queries and providing expertise as needed.
- Participate in training and development opportunities to enhance knowledge and professional growth within the company.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
