Finance Executive - Mumbai, India - Money Honey Financial Services Pvt. Ltd.

Money Honey Financial Services Pvt. Ltd.

Verified Company

Mumbai, India

2 weeks ago

Posted by:

Deepika Kaur

beBee Recuiter

Description

Summary of Role:

Responsibilities:

Meet with clients to review their financial goals and objectives, and develop a comprehensive financial plan
Analyze and manage clients' investment portfolios, including stocks, bonds, mutual funds, and other securities
Stay informed about economic trends, industry changes, and market conditions that may impact clients' investments
Provide clients with ongoing communication, education, and financial advice
Assist clients with tax planning, retirement planning, and estate planning
Ensure compliance with all regulatory requirements and ethical standards

Qualifications:

Bachelor's degree in any field.
Ability to work effectively in a team environment
Strong dedication to ethical practices

If you are a highly motivated Financial Advisor with a passion for helping clients achieve their financial goals, please submit your resume and cover letter for consideration.

Salary:
₹15, ₹25,000.00 per month

Schedule: