Company Profile:
We are a one-stop financial services shop, widely known for quality of its advice, personalized service and cutting-edge technology. We started our journey in 2008. Currently we are serving more than 50,000 investors with a team of 150 members.

What you can expect from this profile

 Deep understanding on products like Mutual Fund, Corporate Fixed Deposit, RBI

Bond, Non-Convertible Debenture (NCD) and 54EC Capital Gain Bond

 Deep understanding about capital market, fixed income market, commodity market especially precious metals, real estate, economy and various sectors.

 Regular interaction and sessions with Fund Managers

 Need to keep a track on Global Market activity, Govt. Policies, Central Banks Policies

all over the world, Inflation and other many factors

What you should have

 Keen interest to build career in financial industry especially in investment domain

(personal finance)

 You should be good at maths and calculations.

 You should love Reading.

 You should know how to open conversation to unknown.





 Excellent communication skill over phone.

What we expect from you:
 Client engagement activity over phone.
- Objective of engagement is to build sound relationship
- Exchange latest update about new product or any upcoming changes in

existing products
- Increase wallet share from existing clients
- Increase client base by adding new client
- Help existing client if they have any service issues post transaction
- Existing client portfolio reviews at periodic intervals;
 Showcase investment products (MF, FD, Bonds & Debenture) to clients (prospective

as well as existing) which may be of interest for them or which are on the approved

list;
 Assist the client in aligning his or her investments as per his or her needs, and risk

appetite in line with dynamic asset allocation;
 Responsible for business growth as well as growth of client base.

Investment Specialist must have valuable analytical, mathematics, and communicatio

📌 Investment Advisor- Any Graduate Fresher S Also Apply (Mumbai)
🏢 Money Honey Financial Services
📍 Mumbai