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₹ 200000 - 300000
1 Vacancy
Job Description
Company Overview
Money Honey Financial Services Pvt. Ltd. is one of Indias rapidly expanding financial services firms. With a focus on high-quality distribution of financial products such as mutual funds government bonds fixed deposits and life insurance we aim to provide superior financial advisory and wealth management services. Headquartered in Mumbai our firm proudly supports a team of 51-200 dedicated employees committed to delivering excellence in financial services.
Job Overview
We are seeking a Graduate for a full-time position at Money Honey Financial Services Pvt. Ltd. located in Mumbai Suburban. This is an entry-level position ideal for freshers with 0 to 1 year of work experience. The successful candidate will engage in financial advisory and other related responsibilities contributing to our organizations growth in the financial services industry.
Qualifications and Skills
- The candidate must possess excellent financial advisory skills as this is a mandatory skill for the role.
- A strong understanding of mutual funds is required to advise clients effectively on investment opportunities.
- Experience in portfolio management will be beneficial in managing client investments for optimal returns.
- Proficiency in wealth management services to offer comprehensive financial planning to our clients.
- Demonstrated ability in customer relationship management (CRM) to maintain and grow client relations.
- Strong communication skills are essential to effectively convey financial concepts and engage with clients.
- An analytical mindset to evaluate financial data and trends aiding in sound financial decision-making.
- Basic knowledge of financial regulations and compliance to ensure all advisory practices meet industry standards.
Roles and Responsibilities
- Engage with clients to understand their financial goals and provide tailored advisory services.
- Assist in the distribution of financial products including mutual funds and insurance plans.
- Support in managing client investment portfolios to achieve desired financial outcomes.
- Maintain and strengthen client relationships ensuring high levels of customer satisfaction.
- Stay updated on financial market trends and industry developments to provide informed advice.
- Collaborate with team members to develop strategies for business growth and client acquisition.
- Prepare and present financial reports to clients offering insights and recommendations.
- Ensure compliance with company policies and the broader regulatory landscape in all financial dealings.
Employment Type
Full-Time
