Investment Advisory Services
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Job Location:
Yearly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Company Overview
Money Honey Financial Services Pvt. Ltd. is a leading financial services company based in Mumbai specializing in distribution of financial products such as mutual funds government bonds fixed deposits.
Roles and Responsibilities
- Assist clients in choosing suitable investment products such as mutual funds fixed deposits bonds and insurance solutions based on their financial goals.
- Provide clear information guidance and recommendations on wealth management and financial planning services tailored to individual client profiles.
- Build and maintain trusted relationships with clients through proactive communication timely support and regular updates on market trends and product offerings.
- Support clients through the account setup investment documentation and transaction processes ensuring a smooth onboarding and ongoing experience.
- Monitor clients existing portfolios review progress towards stated goals and provide input for necessary adjustments in line with changing market dynamics.
- Coordinate with internal teams to ensure delivery of the highest service standards and seamless client interactions across touch points.
- Stay updated with industry best practices regulatory changes and new product launches to deliver informed and compliant advice to clients.
- Maintain accurate records of client interactions feedback and transactions for future reference and compliance requirements.
Required Experience:
Unclear Seniority
Key Skills
- Active Directory Administration
- Financial Services
- Benefits & Compensation
- Cosmetology
- Architecture
About Company
Money Honey Financial Services Pvt. Ltd. is Indiaâs growing financial services company. We offer best in class services in distribution of Financial Products like Mutual Funds, Government of India Bonds, Fixed Deposits and Life Insurance.
