Opening For Finance Advisor

Money Honey Financial Services

0 - 1 Years
10 Openings
1.8 - 3.0 Lac/Yr
Goregaon West Mumbai Suburban
Face-to-Face interview

Key Skills

Finance Brand Awareness Financial Consultancy Voice Process

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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.