Company Overview

Money Honey Financial Services Pvt Ltd is India’s growing financial services company offering top-tier services in the distribution of financial products such as Mutual Funds, Government of India Bonds, Fixed Deposits, and Life Insurance. With a dedicated team of 51-200 employees, our headquarters are located in Mumbai. More information can be found on our website at www.moneyhoney.co.in.

Job Overview

We are seeking a dedicated Financial Advisor to join our team in Pune. This is a full-time position suitable for freshers with 0 to 1 year of work experience. The role involves advising clients on financial matters and investment opportunities to help them achieve their financial goals.

Qualifications and Skills

• Financial Advisory (Mandatory skill)
• Knowledge in investment management including analysis and strategies to optimize client portfolios.
• Strong client relationship management skills to foster trust and satisfaction with clients.
• Understanding and expertise in mutual funds, including different types and their benefits.
• Experience as a relationship manager to coordinate between clients and various financial service departments.
• Proficiency in cold calling potential clients to expand the business reach and client base.
• Excellent communication skills to explain financial concepts and investment opportunities clearly to clients.
• Strong analytical skills to evaluate client needs and market trends to provide sound financial advice.

Roles and Responsibilities

• Advise clients on financial products such as mutual funds, bonds, fixed deposits, and insurance plans.
• Analyze clients’ financial statuses and provide tailored advice to help them reach their financial goals.
• Maintain and manage client relationships, ensuring continuous satisfaction and trust in services provided.
• Conduct cold calls to prospective clients to expand the client base and achieve sales targets.
• Stay informed about market trends and new financial products to advise clients accurately and effectively.
• Assist clients in completing required documentation and processes for various financial product investments.
• Collaborate with other team members and departments to ensure smooth and efficient service delivery.
• Provide periodic financial reviews and updates to clients to help them stay on track with their financial plans.