Financial Advisor - Graduate Freshers - Fresher
Money Honey Financial Services Private Limited Verified employer
Actively hiring · Posted 7d ago · JEV26102ECAFB3DB0
Job description
About the job:Key Responsibilities:
1. Engage with investors through calls and digital platforms to share updates on Mutual Funds, Fixed Deposits, Bonds, and Debentures.
2. Offer personalized investment solutions aligned with clients' short-, medium-, and long-term financial goals.
3. Maintain strong client relationships to ensure satisfaction, retention, and loyalty while managing regular communication across multiple channels.
4. Stay informed about market trends, financial products, and investment opportunities to deliver timely and relevant guidance.
5. Drive business growth by tracking leads, following up on prospects, and acquiring new clients through referrals, networking, and community outreach.
6. As needed, male candidates may have to visit client places for completion of documentation (any place, any day, and any time).
Note: Working days: Monday to Saturday (first 6months). After 6 months, alternate Saturdays off.Who can apply:Only those candidates can apply who:are from Mumbai onlySalary:₹ 2,00,000 - 4,00,000 /yearExperience:No experience requiredDeadline:[hidden]:59:59Skills required:Client Interaction, Client Relationship, Business Development, Sales, Portfolio Management and Customer AcquisitionOther Requirements:1. Qualification: Minimum Graduate from any stream.2. Experience: Freshers can apply.About Company:We are a one-stop financial services shop, widely known for the quality of its advice, personalized service, and cutting-edge technology. Money Honey Financial Services Limited straddles the entire financial services space with offerings ranging from mutual funds, fixed deposits, GOI bonds, equities and derivatives trading, commodities trading, and other small savings instruments. With a team of research analysts, a full-fledged sales and operations team, and an experienced relationship managers team, Money Honey is rapidly emerging as one of the premier financial services distribution houses in India, headquartered in Mumbai.
Responsibilities
Key Responsibilities:
1. Engage with investors through calls and digital platforms to share updates on Mutual Funds, Fixed Deposits, Bonds, and Debentures.
2. Offer personalized investment solutions aligned with clients' short-, medium-, and long-term financial goals.
3. Maintain strong client relationships to ensure satisfaction, retention, and loyalty while managing regular communication across multiple channels.
4. Stay informed about market trends, financial products, and investment opportunities to deliver timely and relevant guidance.
5. Drive business growth by tracking leads, following up on prospects, and acquiring new clients through referrals, networking, and community outreach.
6. As needed, male candidates may have to visit client places for completion of documentation (any place, any day, and any time).
Note: Working days: Monday to Saturday (first 6months). After 6 months, alternate Saturdays off.
Key skills
How to apply
- Sign in or create your free profile — takes about two minutes.
- Apply with one tap — your profile is shared directly with Money Honey Financial Services Private Limited.
- Track your application and get updates by email and WhatsApp.