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Investment Counsellor

Mumbai
2 LPA - 3 LPA
About Company
Money Honey Financial Services Pvt Ltd, incorporated in 8th May of the year 2008 at Mumbai.ThernMoney Honey is a one-stop shop for information, advice as well as transaction execution ofrnfinancial services. Money Honey along-with its subsidiaries caters to entire gamut of financialrnservices including equities and commodities broking, portfolio management, distribution of mutualrnfunds, Stocks, Commodities, Govt Bonds, IPO, FixedDeposit, etc. A specialized and trained teamrnfacilitates the smooth acquisition and servicing of a large customer base.rnThe Company identified the potential of the Internet to cater to a mass retail segment andrntransformed its business model from providing information services to institutional customers tornretail customers. Money Honey leveraged its position as a provider of financial information andrnanalysis by diversifying into transactional services, primarily for online trading in shares andrnsecurities and online as well as offline distribution of personal financial products, like mutual funds,rnfixed deposits, debentures and RBI Bonds.
Job Description

♻ Explain (over the phone) the various types of investment product features and financial services

to potential clients.

♻ Deliver personalized investment solutions to help clients work toward their short term, medium

term and long-term financial goals

♻ Develop and deepen client relationships.

♻ Educate clients and answer questions about investment options and potential risks.

♻ Recommend investments to clients or select investments on their behalf.

♻ Help clients plan for specific circumstances, such as education expenses, tax planning or

retirement planning.

♻ If needed, Meeting with clients to understand their needs and demands.

♻ Preparing financial plans with a mix of short and long term investments.

♻ Providing periodic updates on the performance of investment portfolios.

♻Monitor clients’ accounts and determine if changes are needed to improve account performance or to accommodate life changes.

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Job Information

How much is the Offered Salary for this role?

Money Honey Financial Services Pvt. Ltd. will offer salary in the range 2 LPA - 3 LPA. The exact salary will be decided based on your skills, experience and interview performance.

Role requires experience in

Domestic - India

Number of positions / openings

1

What is the Min. Experience required for this job?

Money Honey Financial Services Pvt. Ltd. expects the desired candidate to have minimum experience of 0 years

What is the Max. Experience required for this job?

Money Honey Financial Services Pvt. Ltd. expects the desired candidate to have maximum experience of 0 years

Industry

financial services

What is the Qualification required for this job?

Money Honey Financial Services Pvt. Ltd. expects the desired candidate to be a Graduate

Degree

Any

Work Shift

Day shift

Are there any unique Key Skills required for this job?

Money Honey Financial Services Pvt. Ltd. expects the desired candidate to have the following skills: Others

Work Location Type

Office

Location

Mumbai

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