Finance Advisor For Fresher's Graduate Mumbai
Money Honey Financial Services is hiring for a Financial Advisor!
Responsibilities of the Candidate:
- 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.
- Meet with clients to understand their needs and demands.
- Prepare financial plans with a mix of short and long-term investments.
- Provide periodic updates on the performance of investment portfolios.
- Monitor clients’ accounts and determine if changes are needed to improve account performance or to accommodate life changes.
Additional Information
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