Client Servicing
Goregaon West, Mumbai
Open for Freshers
Mutual Fund Industry KnowledgeFixed Deposits ManagementCallable BondsDebt InstrumentsFinancial ConsultingCustomer Relationship ManagementTelephonic SurveysInvestment ManagementBusiness DevelopmentLead GenerationBusiness NegotiationDocumentation and AuditsCustomer ServiceFinancial Product KnowledgeMarket ResearchRisk AssessmentTime ManagementCRM software by Suite Inc.Microsoft OfficeRegulatory Compliance
Job Description:
We are looking for candidates who are aspiring to build career in financial advisory industry. We have opening for Investment Specialist (Financial Advisor). Our core product offering is mutual fund, FD, Govt. Bonds, Debenture, etc.
Company Profile: We are a one-stop financial services shop, widely known for quality of its advice, personalized service and cutting-edge technology. We started our journey in 2008. Currently we are serving more than 50,000 investors with a team of 100 members.
To meet our expansion goal, we are in a process of expanding our team of Investment specialists. Interested candidate may be in touch with HR team as per details given below.
Job Description : Investment Specialist (Financial Advisor) role is to be in touch with investor over the phone and update them about latest ongoing schemes (which includes, MF, FD, Govt. Bonds, Debentures, etc) and help them to make wise investment decision based on various factors. Business development and acquisition of new investor is the key criteria of performance matrix. As per need, male candidate may have to visit client place for completion of documentation (any place, any day and any time).
Qualification : Minimum Graduate from any stream.
Experience : Fresher’s can apply.
Remuneration : As per company norms
Working days : Monday to Saturday (first 6months)
Contact: Email : hr.mumbai@moneyhoney.co.in
Mobile : 8655867034
