Responsibilities:

Personal investment specialist 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, such as getting married or having children.

Research investment opportunities.

Contact: Email : [email protected]

Mobile: (phone hidden)

Job Type: Full time

Pay: ₹15,000.00 - ₹25,000.00 per month

Benefits:

- Provident Fund

Education:

- Bachelor's (Required)

Work Location: In person

📌 Any Graduate Fresher also apply (Financial Advisor)- Goregaon (Mumbai)
🏢 Money Honey Financial Services
📍 Mumbai