Opportunity brief
About The Company:
- One-stop financial services provider, known for quality advice, personalized service, and cutting-edge technology.
- Started its journey in 2008.
- Currently serving more than 50,000 investors with a team of 100 members.
- Core products include Mutual Funds, Fixed Deposits, Government Bonds, Debentures, and more.
Role & Responsibilities:
- Engage with investors through calls and digital platforms to share updates on Mutual Funds, Fixed Deposits, Bonds, and Debentures.
- Offer personalized investment solutions aligned with clients' short-, medium-, and long-term financial goals.
- Maintain strong client relationships to ensure satisfaction, retention, and loyalty while managing regular communication across multiple channels.
- Stay informed about market trends, financial products, and investment opportunities to deliver timely and relevant guidance.
- Drive business growth by tracking leads, following up with prospects, and acquiring new clients through referrals, networking, and community outreach.
- As per business requirements, male candidates may need to visit clients' locations for documentation purposes, including any place, day, or time.
Qualification: Minimum graduate from any stream.
Experience: Freshers can apply.
Remuneration: As per company norms.
Working Days:
- Monday to Saturday for the first 6 months.
- Alternate Saturdays off after 6 months.
Contact:
- Email: hr.mumbai@moneyhoney.co.in.
- Mobile: 8655867034.