Money Honey Financial Services Pvt Ltd jobs - Financial Advisor

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They Should be comfortable with Telephonic interaction with clients.

Responsibilities

• To be touch with investor over the phone and update them about latest ongoing scheme (which includes FD, MF, Bonds, Debenture etc.) and help them to make wise investment decision based on various factor.
• Business development and acquisition of new investors the key criteria of performance matrix.
• As per need, male candidate may have to visit client place for completion of documentation (any place, any time, any day). 
• Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
• Manage and regularly update clients’ portfolios.
• Building and maintaining your client base.