Investment Advisory Services

Company Overview

Money Honey Financial Services Pvt. Ltd. is a leading financial services company based in Mumbai specializing in distribution of financial products such as mutual funds government bonds fixed deposits.

Roles and Responsibilities

• Assist clients in choosing suitable investment products such as mutual funds fixed deposits bonds and insurance solutions based on their financial goals.
• Provide clear information guidance and recommendations on wealth management and financial planning services tailored to individual client profiles.
• Build and maintain trusted relationships with clients through proactive communication timely support and regular updates on market trends and product offerings.
• Support clients through the account setup investment documentation and transaction processes ensuring a smooth onboarding and ongoing experience.
• Monitor clients existing portfolios review progress towards stated goals and provide input for necessary adjustments in line with changing market dynamics.
• Coordinate with internal teams to ensure delivery of the highest service standards and seamless client interactions across touch points.
• Stay updated with industry best practices regulatory changes and new product launches to deliver informed and compliant advice to clients.
• Maintain accurate records of client interactions feedback and transactions for future reference and compliance requirements.

Required Experience :

Unclear Seniority

Key Skills

Active Directory Administration,Financial Services,Benefits & Compensation,Cosmetology,Architecture

Employment Type : Full-Time

Experience : years

Vacancy : 1

Yearly Salary Salary : 200000 - 300000