Finance Advisor For Freshers Mumbai

Money Honey Financial Services Pvt Ltd incorporated in 8th May of the year 2008 at Mumbai.The

Money Honey is a onestop shop for information advice as well as transaction execution of

financial services. Money Honey alongwith its subsidiaries caters to entire gamut of financial

services including equities and commodities broking portfolio management distribution of mutual

funds Stocks Commodities Govt Bonds IPO FixedDeposit etc. A specialized and trained team

facilitates the smooth acquisition and servicing of a large customer base.

The Company identified the potential of the Internet to cater to a mass retail segment and

transformed its business model from providing information services to institutional customers to

retail customers. Money Honey leveraged its position as a provider of financial information and

analysis by diversifying into transactional services primarily for online trading in shares and

securities and online as well as offline distribution of personal financial products like mutual funds

fixed deposits debentures and RBI Bonds.

Tasks

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 longterm 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.

Requirements

Graduate Fresher
Finance Knowledge
Mathematics