Hiring Fresher - Finance Advisor - Mumbai

 Client engagement activity over phone.

o Objective of engagement is to build sound relationship

o Exchange latest update about new product or any upcoming changes in

existing products

o Increase wallet share from existing clients

o Increase client base by adding new client

o Help existing client if they have any service issues post transaction

o Existing client portfolio reviews at periodic intervals;

 Showcase investment products (MF, FD, Bonds & Debenture) to clients (prospective

as well as existing) which may be of interest for them or which are on the approved

list;

 Assist the client in aligning his or her investments as per his or her needs, and risk

appetite in line with dynamic asset allocation;

 Responsible for business growth as well as growth of client base.

• Experience

  0 - 2 Years

• No. of Openings

  5

• Education

  Graduate (B.A, B.C.A, B.Com, B.Ed, B.Sc)

• Role

  Financial Advisor

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office

• Face interview location

  pooja.shah@money-honey.in