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Financial advisor

Aditi Palaye's profile picture
Posted by Aditi Palaye
0 - 7 yrs
₹2L - ₹6L / yr
goregaon , Mumbai
Skills
Communication Skills
Portfolio management

Positions Open: Financial Advisor/Investment Specialist

Key Responsibilities: 

1.Showcase investment products (MF, FD, Bonds & Debenture) to clients (prospective as well as existing) which may be of interest for them or which are on the approved list; 

2. Assist the client in aligning his or her investments as per his or her needs, and risk appetite in line with dynamic asset allocation; 

3. Responsible for business growth as well as growth of client base. 

4. As per need, male candidate may have to visit client place for completion of documentation (any place,

any day and any time).

URL:-https://moneyhoney.co.in/

Job Type: Full-time 

Schedule: General shift

Please forward your resume, salary history and other pertinent information to the following

person in order to be considered for this position.

 

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About Money Honey Financial Services Private Limited

Founded :
2008
Type :
Services
Size :
100-1000
Stage :
Bootstrapped

About

Money Honey Financial Services Pvt. Ltd. is India's growing financial services company. We offer best in class services in distribution of Financial Products like Mutual Funds, Government of India Bonds, Fixed Deposits and Life Insurance.
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