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Finance / Accounts - Money Honey Financial Services

Date Posted: Aug 12, 2024
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Job Detail

  • Location:
    Mumbai, Maharashtra, India
  • Company:
  • Type:
    Full Time/Permanent
  • Shift:
    First Shift (Day)
  • Positions:
    5
  • Experience:
    Fresh
  • Gender:
    No Preference
  • Degree:
    Bachelors
  • Apply Before:
    Sep 24, 2030

Job Description

♻ 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.

Skills Required