Goregaon
Full-Time
Fresher: Less than 1 year
2L - 6L (Per Year)
Posted on Mar 17 2025

Not Accepting Applications

About the Job

Skills

Financial Modeling
Investment Analysis
Excel
Bloomberg Terminal
Risk Management
SQL
Portfolio Management
Equity Research

 

Job Description:

We seek a motivated and enthusiastic individual to join our team as an Investment Specialist or Financial Advisor. 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.

 

Key Responsibilities:

1. Investment Specialist role is to be in touch with investor over the phone and update them about latest ongoing schemes (which includes, Mutual Funds, Bonds etc).

2. Help them to make wise investment decision based on various factors. Business development and acquisition of new investor is the key criteria of performance matrix.

 

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

 

Job Type: Full-time

Schedule: General shift

Work Location: Goregaon-Mumbai

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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