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- Bachelor diploma in Finance, Accounting, Business, or related field
- Strong knowledge of financial planning and investment management
- Excellent communication and client relationship management skills
- Ability to perform market analysis and recommend suitable investment options
- Familiarity with wealth management services and mutual funds
- Provide financial planning and investment management advice to clients
- Assist clients in retirement planning and wealth management services
- Analyze market trends for effective investment recommendations
- Build and maintain strong client relationships through excellent customer service
- Offer expert advice on mutual funds and investment banking products
Financial Advisor - Mumbai, India - Money Honey Financial Services Pvt Ltd
Description
Company Overview
Money Honey Financial Services Pvt. Ltd. is India's growing financial services company offering best in class services in distribution of Financial Products like Mutual Funds, Government of India Bonds, Fixed Deposits, and Life Insurance. With employees, Money Honey Financial Services Pvt. Ltd. is headquartered in Mumbai and belongs to the Financial Services sector.
Job Overview
Financial Advisor role for Graduate Freshers with less than 1 year of experience, Full-Time position in Mumbai
Qualifications and Skills
Roles and Responsibilities