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Financial Advisor
Money Honey Financial Services
Goregaon, India · Tam zamanlı
Başvuran ilk kişi siz olun
- Deneyim
- Herhangi
- Maaş
- INR 200,000 – INR 500,000 / year
- Açılışlar
- 1
- Yayınlandı
- 2 saat önce
- Çalışma modu
- Ofiste
- Eğitim
- Herhangi bir mezun
- Uygunluk
- Open to graduates from any discipline; fresh graduates are welcome to apply.
- Sürdürmek
- Başvuru yapılması gerekmektedir.
İş tanımı
About Money Honey Financial Services
Established in 2008, Money Honey Financial Services has evolved into a comprehensive financial solutions provider known for superior advice, customized client service, and progressive technology. With a dedicated workforce of 200 professionals, we cater to over 50,000 investors. Our primary financial products include mutual funds, fixed deposits, government bonds, and debentures.
Role Overview and Responsibilities
- Communicate proactively with investors via telephone and digital platforms, providing updates and insights on mutual funds, fixed deposits, bonds, and debenture investments.
- Create tailored investment plans that reflect the clients' short, medium, and long-term financial objectives.
- Develop and maintain strong relationships with clients to ensure high satisfaction, loyalty, and retention through regular multi-channel engagement.
- Keep abreast of evolving market trends, new financial products, and investment opportunities to offer current and pertinent advice.
- Contribute to business expansion by tracking potential clients, engaging in follow-ups, and attracting new customers through referrals, networking, and outreach activities.
- Males may be required to visit client locations at varying times and days to finalize documentation as necessary.
Eligibility and Work Conditions
- Minimum qualification: Graduate from any discipline.
- Open to freshers without prior experience.
- Working days: Monday through Saturday for the initial six months; subsequently, alternate Saturdays off.
- The remuneration package will conform to company standards.