Company Overview

Money Honey Financial Services Pvt. Ltd. is India's growing financial services company specializing in distribution of Mutual Funds, Government Bonds, Fixed Deposits, and Life Insurance. With 51-200 employees, the company is dedicated to providing best-in-class financial products and services to its clients.

Job Overview

Entry-level Financial Advisor role at Money Honey Financial Services Pvt Ltd, Mumbai Suburban. Full-Time position with a focus on financial planning, investment management, risk assessment, and client relationship management. Ideal for freshers with less than 1 year of experience in the financial services industry.

Qualifications and Skills

• Knowledge of financial planning principles and practices
• Understanding of investment management strategies
• Ability to assess and mitigate financial risks
• Familiarity with retirement, tax, and estate planning concepts
• Strong client relationship management skills
• Proficiency in market analysis and trends
• Excellent communication and interpersonal abilities

Roles and Responsibilities

• Provide financial advice to clients on various investment options
• Conduct risk assessments and develop personalized financial plans
• Assist clients in retirement planning and tax optimization strategies
• Offer guidance on estate planning and wealth management
• Analyze market trends and provide insights for informed decision-making
• Build and maintain strong client relationships to ensure satisfaction and retention