Opportunity brief
An Investment Specialist, also known as a Personal Investment Specialist, works with individuals and businesses to guide them in making budgetary, savings, and investment decisions.
We are looking for candidates who aspire to build a career in the financial advisory industry. We have an opening for the position of Investment Specialist (Financial Advisor). Our core product offerings include Mutual Funds, Fixed Deposits, Government Bonds, Debentures, etc.
To meet our expansion goals, we are in the process of expanding our team of Investment Specialists.
Job Description:
- The Investment Specialist (Financial Advisor) will be responsible for staying in touch with investors over the phone and updating them about the latest ongoing schemes, including Mutual Funds, Fixed Deposits, Government Bonds, Debentures, etc.
- Help investors make informed investment decisions based on various factors.
- Business development and acquisition of new investors will be the key performance criteria.
- As per business requirements, male candidates may be required to visit clients' locations for documentation purposes (any place, any day, and any time).
Company Profile:
We are a one-stop financial services provider, widely known for the quality of our advice, personalised service, and cutting-edge technology.
We started operations in 2008 with a two-member team, and today, more than 150 members are associated with our organisation. Currently, we are serving more than 50,000 investors.
The Money Honey Financial Services Limited operates across the entire financial services space, with offerings ranging from Mutual Funds, Fixed Deposits, Bonds, NCDs, Portfolio Management Services, and other small savings instruments.
Qualification:
- Minimum graduate in any stream.
Experience:
- Freshers can apply.
Remuneration:
- As per company norms.
Working Days:
- Monday to Saturday for the first 6 months.
- After 6 months, alternate Saturdays will be off.
Work Location:
Near Ram Mandir Railway Station, Goregaon West, Mumbai.
- The office is within walking distance of Ram Mandir Railway Station.