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Investment Specialist

Mumbai
Full-Time
Fresher: Less than 1 year
1L - 7.3L (Per Year)
Posted on Oct 12 2022

About the Job

Skills

Job description:

• The investment Advisor's role is to be in touch with an investor over the phone and update them about the latest ongoing schemes (which include, MF, FD, Bonds, Debentures, etc) and help them to make wise investment decisions based on various factors.

• Business development and acquisition of new investor is the key criteria of the performance matrix.

• As per need, the candidates may have to visit the client's place for completion of documentation. Ideal Profile Skills Required • Bachelor's degree in Finance, Accounting or relevant field.

• Experience with financial accounting and advising • Knowledge of different financial or investment instruments such as mutual funds, real estate, etc.

• Good customer service skills What's on Offer? • Work alongside & learn from best in class talent

• A role that offers a breadth of learning opportunities

• Work in a company with a solid track record of performance

About the company

Money Honey Financial Services is a one-stop-shop for information, advice as well as transaction and execution of financial services. Money Honey along with its subsidiaries caters to an entire gamut of financial services including equities and commodities broking, portfolio management, distribution of mutual funds, Commodities, Govt Bonds, IPO, Fixed Deposit, etc.

Industry

Financial Services

Company Size

201-500 Employees

Headquarter

Mumbai

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