Investment Specialist:

Continuous interaction with investors over phone. This will help advisor to build strong relationship with investors. Providing regular updates about new schemes, products, new issues, dividends, public issues or any changes in market conditions. All activities are largely over phone. For male candidate may have to visit at client place to complete documentation or presenting the investment plans.

Common job duties include interviewing clients, analyzing financial information, recommending financial plans and monitoring outcomes. These duties require strong analytical skills and a desire to work with people, as well as excellent communication and interpersonal skills to work in this people-oriented business.

A persuasive and articulate communication style is helpful. The ability to use databases and conduct financial research, in addition to excellent math skills, are necessary for success in the industry.

Responsibilities:

A financial advisor, also called a personal financial advisor, works with individuals and businesses to guide them in making budgetary, savings and investment decisions.

A financial adviser provides specialist advice to clients on managing their money in the most profitable and secure way. Clients can be commercial enterprises, institutional groups / societies or private individuals. A financial adviser is essentially an intermediary or agent between providers of financial products and services on the one hand and customers on the other.

They need good communication and interpersonal skills in addition to financial knowledge. A bachelor's degree is usually required, preferably in finance or a related field.

Personal financial advisors typically do the following:

• Explain (over the phone) the various types of investment product features and financial services to potential clients.
• Deliver personalized investment solutions to help clients work toward their short term, medium term and long-term financial goals.
• Develop and deepen client relationships.
• Educate clients and answer questions about investment options and potential risks.
• Recommend investments to clients or select investments on their behalf.
• Help clients plan for specific circumstances, such as education expenses, tax planning or retirement planning.
• If needed, Meeting with clients to understand their needs and demands.
• Preparing financial plans with a mix of short and long term investments.
• Providing periodic updates on the performance of investment portfolios.
• Monitor clients’ accounts and determine if changes are needed to improve account performance or to accommodate life changes.

About the 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, FixedDeposit, 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.

URL: https://moneyhoney.co.in/

Company Address: Money Honey Financial Services Pvt Ltd, 1st Floor, Nahar Singh Industrial Building, Ram Mandir Road, Goregaon West, opp. Movie Star Cinema, Mumbai, Maharashtra 400104. Walkable distance from Ram Mandir Station.

Please forward your resume, salary history and other pertinent information to the following person in order to be considered for this position:

Human Resource: jobs@moneyhoney.co.in

Contact Number: 9321260543

HR Name: Khushbu Rai.