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Financial Advisor Jobs Opening in Money honey financial services at Goregaon West, Mumbai

Financial Advisor

Money honey financial services
experience-icon 0 Years
salary-icon 15000 - 25000 Monthly
Apply Now

Posted: 26 Apr 24

Job Description

  • Investment Specialist role is to be in touch with investor over the phone and update them about latest ongoing schemes (which includes, Mutual Funds, Bonds etc.).
  • Help them to make wise investment decision based on various factors. Business development and acquisition of new investor is the key criteria of performance matrix
  • Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
  • Answering client questions about financial plans and strategies and giving financial advice.
  • Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.
  • Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
  • Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
  • Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.
  • Implementing financial plans or referring clients to professionals who can help them.
  • Managing and updating client portfolios.
  • Contacting clients regularly to discover changes in their financial status.
  • Building and maintaining your client base.

More information about this Financial Advisor Job

Please go through the below FAQs to get all answers related to the given Financial Advisor job

  1. What are the job requirements to apply for this Financial Advisor job position?
    • Ans: A candidate must have a minimum of fresher as an Financial Advisor

  2. What is the qualification for this job?
    • Ans: The candidate can be a Graduate from any of the following: B.Com

  3. What are the salary requirements for this job?
    • Ans: The salary range is between 15000 and 25000 Monthly. The Salary will depend on the interview. This Financial Advisor is a Full Time in Mumbai.

  4. What is the hiring Process of this job?
    • Ans: The hiring process all depends on the company. Normally for an entry level, hiring the candidate has to go for Aptitude, GD (If they look for communication),Technical test and face to face interviews.

  5. This Financial Advisor is a work from home job?
    • Ans: No ,its not a Work from Home Job.

  6. How many job vacancies are opening for the Financial Advisor position?
    • Ans: There are immediate 1 job openings for Financial Advisor in our Organisation.

Job Particulars

Education B.Com
Who can apply Freshers
Hiring Process Face to Face Interview
Employment TypeFull Time
Job Id2406136
Job Category Finance
Locality Address Goregaon West
Country India

About Company

Money Honey Financial Services Pvt Ltd, incorporated in 8th May of the year 2008 at Mumbai. The
Money Honey is a one-stop shop for information, advice as well as transaction execution of financial
services. Money Honey along-with its subsidiaries caters to entire gamut of financial services including
equities and commodities broking, portfolio management, distribution of mutual funds, Stocks,
Commodities, Govt Bonds, IPO, Fixed Deposit, etc. A specialized and trained team facilitates the
smooth acquisition and servicing of a large customer base.
The Company identified the potential of the Internet to cater to a mass retail segment and transformed
its business model from providing information services to institutional customers to retail customers.
Money Honey leveraged its position as a provider of financial information and analysis by diversifying
into transactional services, primarily for online trading in shares and securities and online as well as
offline distribution of personal financial products, like mutual funds, fixed deposits, debentures and
RBI Bonds.

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