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Investment Specialist

Employer
Money Honey Financial Services Pvt Ltd
Location
Mumbai Mumbai Maharashtra, Maharashtra, India
Salary
200000 - 300000 INR per year
Closing date
Apr 17, 2024

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Job Role
Other
Sector
Finance
Contract Type
Permanent
Hours
Full Time
  • 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, or retirement planning.
  • If needed, Meet with clients to understand their needs and demands.
  • Preparing financial plans with a mix of short and long-term investments

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