1. Stay in touch with investors over the phone and provide them with updates on the latest ongoing schemes, including mutual funds, FDs, government bonds, debentures, etc.
2. Assist investors in making informed investment decisions based on various factors
3. Focus on business development and acquiring new investors as a key performance metric
4. Explain (over the phone) the various types of investment product features and financial services to potential clients
5. Work on meeting with clients to understand their needs and demands
6. Work on providing periodic updates on the performance of investment portfolios.
As per need, male candidates may have to visit the client's place for the completion of documentation (any place, any day, and any time).
Candidates should have a strong inclination to build a career in the financial industry. This role offers the opportunity to interact with fund managers regularly. Understanding investment products and having knowledge about the capital market makes this profile even more interesting.
Company Profile:
We are a one-stop financial services shop, widely known for the quality of its advice, personalized service, and cutting-edge technology. We started operation in 2008 with the two-member team and today more than 150 members are associated with the organization. Currently, we are serving more than 50,000 investors. The Money Honey Financial Services Limited straddles the entire financial services space with offerings ranging from Mutual Funds, Fixed deposits, Bonds, NCD, Portfolio Management Services, and other small savings instruments
Qualification: Minimum Graduate from any stream.
Experience: Fresher s can apply.
Remuneration: As per company norms
Working days: Monday to Saturday (first 6 months) Post 6 months alternate Saturday off.
Work Location: Near Ram Mandir Railway Station, Goregaon West, Mumbai Office location is within walkable distance from Ram Mandir Railway Station.
We are a one-stop financial services shop, widely known for the quality of its advice, personalized service, and cutting-edge technology. Money Honey Financial Services Limited straddles the entire financial services space with offerings ranging from mutual funds, fixed deposits, GOI bonds, equities and derivatives trading, commodities trading, and other small savings instruments. With a team of research analysts, a full-fledged sales and operations team, and an experienced relationship managers team, Money Honey is rapidly emerging as one of the premier financial services distribution houses in India, headquartered in Mumbai.
