Investment Specialist Jobs in Mumbai
Money Honey Financial Service Private Limited is currently hiring candidates for the role of Investment Specialist. Notice regarding the Accountant vacancy in Mumbai location was published by the company on 6/2/2021. The work experience required for this Investment Specialist position is 0 – 1 Years.
Money Honey Financial Service Private Limited Accountant Jobs
So, if you are looking for any Accountant jobs in Mumbai, you are at the right place. If you satisfy the below mentioned eligibility criteria, you can apply for this Investment Specialist Job immediately. As you know such job openings in Mumbai are hard to find, hurry up and apply before the last date. You can also check out all the job details at Money Honey Financial Service Private Limited official website; moneyhoney.co.in
About Money Honey Financial Service Private Limited
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. Money Honey along-with its subsidiaries caters to the entire gamut of financial services including equities and commodities broking, portfolio management, distribution of mutual funds, Stocks, Commodities, Govt Bonds, IPO, Fixed Deposit, etc. A specialized and trained team facilitates the smooth acquisition and servicing of a large customer base
Complete Details of the Money Honey Financial Service Private Limited Investment Specialist Jobs
|Company||Money Honey Financial Service Private Limited|
|Employment Type||Full Time|
|Experience||0 – 1 Years|
|Salary||Rs . 10000 – Rs. 15000|
Important Details to Apply for Accountant jobs in Mumbai Money Honey Financial Service Private Limited
Daily, there will be a lot of notifications regarding jobs in Mumbai for Graduates and Experienced. This notification is completely for the candidates who are looking for Accountant Jobs in Mumbai. If you are interested in applying for these latest Mumbai jobs at Money Honey Financial Service Private Limited, please check the below details and apply before the last date.
Selection Process: Interview
Official Website : moneyhoney.co.in
Last Date to Apply: 6/17/2021
Investment Specialist Job Description
- 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.
- 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 or to accommodate life changes, such as getting married or having children.
- Research investment opportunities.
Investment Specialist Roles & Responsibilities
- Develop plan to accomplish firm’s equity investment goals.
- Provide investment information related to new equity products, regulatory issues and new policies.
- Identify and convey issues or constraints associated with product, operations, systems, platform, pricing and propose alternatives.
- Ensure conformance with entire company guidelines and regulatory policies.
- Identify customers ‘ investment needs by basic financial planning modules.
- Provide different investment products to attain successfully identified needs.
- Maintain and update records as well as files on existing customers.
- Prioritize customer requirements and cross-sells services and products of varied company business lines.
- Ensure to plans everyday center of influence contacts.
- Identify changing needs and develop strong customer relationships.
- Plan and conduct customer meetings to review current accounts.
- Conduct post-appointment follow up to manage relations plus develop referrals.
- Develop and maintain wide general knowledge of entire financial products by self-study, periodicals, along with apt coursework.
- Develop community and market awareness to actively accomplish sales opportunities.
- Identify and develop alternative procedures of business development to draw new assets and attain planned goals.
Required Skills for Investment Specialist job
- Research skills.
- An interest in current affairs.
- Ability to work effectively under pressure.
- IT skills.
- Analytical and problem-solving skills.
How to apply for Accountant jobs in Mumbai Money Honey Financial Service Private Limited?
- Visit official website of Money Honey Financial Service Private Limited i.e., moneyhoney.co.in
- Go to Money Honey Financial Service Private Limited Careers Page
- Click on the Investment Specialist post & click on Apply button
- Now, fill the required fields & upload your Resume, if required.
- Further updates regarding the interview will be communicated through E-mail or Phone.