Money Honey Financial Services jobs - Investment specialist

Investment Specialist

Money Honey Financial Services
experience Fresher
salary 15,000 - 25,000 Per Month
qualification
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Posted: 3 Months ago
Views: 1
Applications: 0
Openings: 1

Job Description

Job Description :
Investment Specialist role is to be in touch with investor over the phone and update them about latest ongoing schemes (which includes, Mutual Funds, Bonds etc.).
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.
Conducting financial need mapping of clients to analyze key parameters including risk profile, asset allocation, investment horizon and liquidity needs
Suggesting appropriate allocation of client funds into products across debt, equity and alternative asset classes to match financial needs based on in house investment strategy
Active review and re balancing of clients AUM through timely invest / switch out calls triggered by clients preferred or recommended allocation, launch of new products, performance tracking or change in investment strategy or product view
Ensuring that the portfolio reported for the client is accurate . The IS would need to interact with the RM to ensure that the portfolio. reported for large clients is accurate. This may need additional reconciliation at one's own end with AMC / Registrar date.
Periodic training sessions for the RMs/Clients on investments strategy, new processes and product views.
Providing all other support to mapped RMs for all product and market related information including various ad-hoc market analyses depending on a case to case basis. 
Identifying system requirements to reduce manual effort in making the proposals and periodic reviews and other advisory deliverables. Also includes enhancement of current processes based on gap analysis of current working and market practice.

Job Particulars

EducationB.Com
Who can applyFreshers
Hiring Process Face to Face Interview
Employment TypeFull Time
Job Id1623783
Locality Address Goregaon West
StateMaharashtra
Country India

About Company

Money Honey Financial Services Pvt Ltd, incorporated in 8th May of the year 2008 at Mumbai. The
Money Honey is a one-stop shop for information, advice as well as transaction execution of financial
services. Money Honey along-with its subsidiaries caters to 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.
The Company identified the potential of the Internet to cater to a mass retail segment and transformed
its business model from providing information services to institutional customers to retail customers.
Money Honey leveraged its position as a provider of financial information and analysis by diversifying
into transactional services, primarily for online trading in shares and securities and online as well as
offline distribution of personal financial products, like mutual funds, fixed deposits, debentures and
RBI Bonds.

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