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Graduate Student - Advisor

Mumbai Suburban
Full-Time
Fresher
Posted on Aug 14 2024

About the Job

Skills

Financial Advisory
Client Relations
Communication Skills
Problem Solving
Financial Services
Mutual Funds

As a Financial Advisor at Money Honey Financial Services Private Limited, you will have the opportunity to work closely with clients to help them achieve their financial goals. Your primary responsibility will be to build and maintain strong relationships with clients, providing them with personalized financial advice and guidance.


Key responsibilities:

1. Conduct thorough financial assessments for clients to understand their current financial situation and goals.

2. Develop comprehensive financial plans tailored to each client's unique needs and circumstances.

3. Implement investment strategies and recommend appropriate products and services to help clients grow their wealth.

4. Monitor and review clients' financial plans regularly to ensure they remain on track to meet their objectives.

5. Educate clients on various financial topics, such as retirement planning, investments, and insurance.

6. Provide exceptional customer service by promptly responding to client inquiries and addressing any concerns.

7. Collaborate with other team members to deliver a seamless and holistic financial planning experience for clients.


If you are a motivated and client-focused individual with a passion for finance and helping others achieve financial success, we invite you to join our team at Money Honey Financial Services Private Limited.

About the company

Money Honey Financial Services Pvt. Ltd. is India’s growing financial services company. We offer best in class services in distribution of Financial Products like Mutual Funds, Government of India Bonds, Fixed Deposits and Life Insurance.

Industry

Financial Services

Company Size

51-200 Employees

Headquarter

Mumbai

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