Financial Advisor
Financial Advisor10
Applications
10
Applications
Mumbai
Full-Time
Fresher: Less than 1 year
₹ 15K - ₹ 25K (Per Month)
Posted on Feb 07 2023
Not Accepting Applications
About the Job
Skills
Financial Planning
Customer Relationship Management (CRM)
Business
Finance
Helping Clients
Financial Goals
Interpersonal Skills
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.
Responsibilities
- Provide financial planning support to clients
- Support investment professionals to cultivate client relationships
- Prepare financial plans and check their accuracy
Qualifications
- Bachelor's degree in Finance or related field
- 5+ years' of industry experience
- Strong understanding of the investment business
- Excellent interpersonal skills
About the company
Money Honey Financial Services Pvt. Ltd. is India 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.
Money Honey Financial Services Pvt. Ltd. is India 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