Graduate Student
Graduate Student
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₹ 200000 - 300000
1 Vacancy
Job Description
Company Overview
Money Honey Financial Services Pvt Ltd is one of Indias burgeoning financial services companies offering an extensive range of products including mutual funds government bonds fixed deposits and life insurance. Based in Mumbai this mid-sized company boasts a dynamic employee base committed to delivering exceptional financial distribution services.
Job Overview
We are seeking a highly motivated Graduate Student to join our team at Money Honey Financial Services Pvt Ltd. This full-time position is located in Mumbai Suburban and is perfectly suited for individuals with 0 to 1 year of work experience. As a fresher the candidate will have the opportunity to apply their academic knowledge in a real-world setting contributing to our financial advising and service operations.
Qualifications and Skills
- Understanding of mutual funds is critical for the role enabling the candidate to assist clients accurately (Mandatory skill).
- Strong background in financial advisory to provide valuable insight and guidance to our clients in their financial journey.
- Experience in investment advisory services enhancing the ability to create tailored investment solutions for our clientele.
- Proficiency in wealth management services with a focus on increasing client satisfaction and capital growth.
- A solid grasp on portfolio management ensuring effective monitoring and restructuring for optimized portfolio performance.
- Exceptional telecalling skills to effectively communicate and engage with potential and existing clients through various communication channels.
- Strong relationship-building abilities to foster long-term client relationships ensuring continued trust and business growth.
- Adept in customer service demonstrating a high level of empathy problem-solving skills and a customer-oriented approach to client concerns.
Roles and Responsibilities
- Assist in offering clients a wide range of financial products to help them make informed investment decisions.
- Collaborate with the advisory team to develop strategic investment plans based on the clients financial objectives.
- Support the wealth management team by ensuring all client portfolios are up-to-date and performing optimally.
- Conduct client meetings to discuss potential investment opportunities and financial growth strategies.
- Engage in outbound telecalling campaigns to prospective and current clients for product awareness and service satisfaction.
- Foster robust client relationships through regular communication feedback collection and personalized financial advisory services.
- Exhibit exceptional customer service to address client queries issues and transactions professionally and efficiently.
- Contribute to team meetings by providing insights from client feedback to enhance service delivery and product offerings.
Employment Type
Full-Time
