JD: Investment Specialist

Company Profile:
We are a one-stop financial services shop, widely known for quality of its advice, personalised service and cutting-edge technology. We started our journey in 2008. Currently we are serving more than 50,000 investors with a team of 200 members. Our core product offering is mutual fund, FD, Govt. Bonds, Debenture, etc.

Role & Responsibilities:

- Engage with investors through calls and digital platforms to share updates on Mutual Funds, Fixed Deposits, Bonds, and Debentures.
- Offer personalised investment solutions aligned with clients short-, medium-, and long-term financial goals.
- Maintain solid client relationships to ensure satisfaction, retention, and loyalty while managing regular communication across multiple channels.
- Stay informed about market trends, financial products,



and investment opportunities to deliver timely and relevant guidance.
- Drive business growth by tracking leads,following up on prospects, and acquiring new clients through referrals, networking, and community outreach.

As per need, male candidate may have to visit client place for completion of documentation (any place, any day and any time)

Qualification : Minimum Graduate from any stream.
Experience : Fresher’s can apply.
Remuneration : As per company norms
Working days : Monday to Saturday (first 6 months)
Post 6 months alternate Saturday off.

Email : [email protected]
Mobile : (phone hidden)

📌 Financial Advisor (Maharashtra)
🏢 Money Honey Financial Services
📍 Maharashtra