Investment Advisor - Mumbai, India - Money Honey Financial Services Pvt. Ltd.

Money Honey Financial Services Pvt. Ltd.

Verified Company

Mumbai, India

1 week ago

Posted by:

Deepika Kaur

beBee Recuiter

Description

Common job duties include interviewing clients, analyzing financial information, recommending financial plans and monitoring outcomes.

These duties require strong analytical skills and a desire to work with people, as well as excellent communication and interpersonal skills to work in this people-oriented business.

A persuasive and articulate communication style is helpful.

The ability to use databases and conduct financial research, in addition to excellent math skills, are necessary for success in the industry.

Responsibilities:

A financial advisor, also called a personal financial advisor, works with individuals and businesses to guide them in making budgetary, savings and investment decisions.

A financial adviser provides specialist advice to clients on managing their money in the most profitable and secure way. Clients can be commercial enterprises, institutional groups / societies or private individuals.

A financial adviser is essentially an intermediary or agent between providers of financial products and services on the one hand and customers on the other.

They need good communication and interpersonal skills in addition to financial knowledge. A bachelor's degree is usually required, preferably in finance or a related field.

Personal financial advisors 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.

Money Honey Financial Services Pvt. Ltd

About Company:
Money Honey Financial Services Pvt Ltd, incorporated in 8th May of the year 2008 at Mumbai. The Money Honey is a one-stop shop for information, advice as well as transaction execution of financial services.

Money Honey along-with 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.

We are a one-stop financial services shop, widely known for quality of its advice, personalized service and cutting-edge technology.

The Money Honey Financial Services Limited straddle the entire financial services space with offerings ranging from Mutual Funds, Fixed deposits, Bonds, Equities and derivatives trading, Commodities trading, Portfolio Management Services, and other small savings instruments.

We have started operation in 2008 with two member team and today more than 150 members are associated with organization.

Currently we are managing more than Rs2,500 crore of asset under management.

Work Location:
Near Ram Mandir Railway Station, Goregaon West, Mumbai Office location is walk able distance from Ram Mandir Railway Station

Salary:
₹15, ₹25,000.00 per month

Benefits: