Graduate Freshers_Goregaon
(No experience required)₹2L – ₹3L
Published: 1 month ago
Money Honey Financial Services
Common job duties include interviewing clients, analyzing financial information, recommending financ
Job Location
Job Type
Full TimeVisa Sponsorship
Not AvailableRemote Work Policy
In officeRelocation
Not AllowedSkills
Financial Modeling
Financial Services
Financial Analysis
Financial
Hiring contact
Nisha SawThe Role
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 planning or retirement
planning.
If needed, Meeting with clients to understand their needs and demands.
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