Finance Advisor Jobs in Goregaon West,Finance Advisor Job Vacancies in Goregaon West Maharashtra

Opening For Finance Advisor

Money Honey Financial Services

0 - 1 yrs
3.0 Lac/Yr
Goregaon West Mumbai Suburban

Finance Brand Awareness Financial Consultancy Voice Process

Explain (over the phone) the various types of investment product features and financial servicesto potential clients. Deliver personalized investment solutions to help clients work toward their short term, mediumterm 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 orretirement planning. If needed, Meeting with clients to understand their needs and demands. Preparing financial plans with a mix of short and long term investments. Providing periodic updates on the performance of investment portfolios.Monitor clients accounts and determine if changes are needed to improve account performance orto accommodate life changes.

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Financial Advisor

Money Honey Financial Services

0 - 1 yrs
3.0 Lac/Yr
Goregaon West Mumbai Suburban

Finance Advisor Investment Advisor

Job Description: The investment Specialist (Financial Advisor) role is to be in touch with an investor over the phone and update them about the latest ongoing schemes (which includes, MF, FD, Govt. Bonds, Debentures, etc) and help them to make a wise investment decision based on various factors. Business development and acquisition of new investor is the key criteria of the performance matrix. Candidate must have the inclination to build his or her carrier in the financial industry. The candidate will have an opportunity to interact with the fund manager at regular intervals.Understanding investment products and knowledge about capital markets makes this profile more interesting.Qualification: Minimum Graduate from any stream. Experience: freshers can apply. Remuneration : As per company norms Working days: Monday to Saturday (first 6 months) Post 6 months alternate Saturday off. We Believe In - Eat, sleep, breathe equity, investment, and holistic advice. - If there is no work, there is no life. - 9 to 5 types, please excuse. Address:Money Honey Financial Services Pvt. Ltd. 1st Floor, Nahar Singh Industrial Bldg., Ram Mandir Road, Opp. Movie Star Cinema, Goregaon West, Mumbai-400104 Note: 5min walkable distance from Ram Mandir Railway station

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Investment Specialist

Money Honey Financial Services

0 - 2 yrs
Goregaon West Mumbai Suburban

Finance Advisor Mutual Funds

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 goalsDevelop 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.Preparing financial plans with a mix of short and long term investmentsProviding 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,

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Financial Advisor

Money Honey Financial Services Pvt Ltd

0 - 6 yrs
Goregaon West Mumbai Suburban

Communication Advisor Communication Skills Customer Care Representative Customer Support Representative KPO BPO Telecaller BPO Fresher BPO Financial Advisor

JD: Investment SpecialistWe are looking for candidates who are aspiring to build career in financial advisory industry. We have opening for Investment Specialist (Financial Advisor). Our core product offering is mutual fund, FD, Govt. Bonds, Debenture, etc. Company Profile: We are a one-stop financial services shop, widely known for quality of its advice, personalized service and cutting-edge technology. We started our journey in 2008. Currently we are serving more than 50,000 investors with a team of 100 members. Job Description :Investment Specialist (Financial Advisor) role is to be in touch with investor over the phone and update them about latest ongoing schemes (which includes, MF, FD, Govt. Bonds, Debentures, etc) and help them to make wise investment decision based on various factors. Business development and acquisition of new investor is the key criteria of performance matrix. As per need, male candidate may have to visit client place for completion of documentation (any place, any day and any time). Money Honey Financial Services Pvt. Ltd.1st Floor, Nahar Singh Industrial Bldg.,Ram Mandir Road,Opp. Movie Star Cinema,Goregaon West, Mumbai-400104Note: 5min walkable distance from Ram Mandir Railway station

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Relationship Manager

Area Distributor

5 - 6 yrs
3.0 Lac/Yr
Goregaon West Mumbai Suburban +2 Mumbai, Goregaon West Mumbai Suburban

Sales Corporate Banking Wealth Management Financial Advisory

bank chest relationship manager for white label atm

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Financial Advisor

Money Honey Financial Services

0 - 1 yrs
3.0 Lac/Yr
Goregaon West Mumbai Suburban

Finance Advisor Investment Advisor

Job Description: The investment Specialist (Financial Advisor) role is to be in touch with an investor over the phone and update them about the latest ongoing schemes (which includes, MF, FD, Govt. Bonds, Debentures, etc) and help them to make a wise investment decision based on various factors. Business development and acquisition of new investor is the key criteria of the performance matrix. Candidate must have the inclination to build his or her carrier in the financial industry. The candidate will have an opportunity to interact with the fund manager at regular intervals.Understanding investment products and knowledge about capital markets makes this profile more interesting.Qualification: Minimum Graduate from any stream. Experience: freshers can apply. Remuneration : As per company norms Working days: Monday to Saturday (first 6 months) Post 6 months alternate Saturday off. We Believe In - Eat, sleep, breathe equity, investment, and holistic advice. - If there is no work, there is no life. - 9 to 5 types, please excuse. Address:Money Honey Financial Services Pvt. Ltd. 1st Floor, Nahar Singh Industrial Bldg., Ram Mandir Road, Opp. Movie Star Cinema, Goregaon West, Mumbai-400104 Note: 5min walkable distance from Ram Mandir Railway station

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Finance Advisor

Money Honey Financial Services

0 - 1 yrs
Goregaon West Mumbai Suburban

Marketing Finance Advisor

The investment Specialist (Financial Advisor) role is to be in touch with an investor over the phone and update them about the latest ongoing schemes (which includes, MF, FD, Govt. Bonds, Debentures, etc) and help them to make a wise investment decision based on various factors. Business development and acquisition of new investor is the key criteria of the performance matrix. Candidate must have the inclination to build his or her carrier in the financial industry. The candidate will have an opportunity to interact with the fund manager at regular intervals.Understanding investment products and knowledge about capital markets makes this profile more interesting.

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Finance Advisor Job Vacancies in Goregaon West

Opening For Finance Advisor

Financial Advisor

Investment Specialist

Financial Advisor

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Relationship Manager

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