Finance Advisor For Freshers Mumbai

24 hours ago


Mumbai Metropolitan Region, India Money Honey Financial Services Pvt Ltd Full time ₹ 2,00,000 - ₹ 6,00,000 per year

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, FixedDeposit, 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.

Tasks

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.

Requirements

Graduate Fresher

Finance Knowledge

Mathematics



  • Mumbai Metropolitan Region, India Money Honey Financial Services Pvt Ltd Full time ₹ 2,00,000 - ₹ 6,00,000 per year

    Money Honey Financial Services, a leading firm in the investment banking industry with a team of dedicated professionals, is excited to announce an excellent career opportunity for fresh graduates. We are currently seeking enthusiastic and detail-oriented individuals to join our dynamic team as Finance Advisors. This role is designed for those who are eager...

  • Finance Advisor

    5 days ago


    Mumbai, India RMCPL Full time

    Finance Advisor Retired Person having good knwoledge & Exeperince in Finance Dept **Job Types**: Full-time, Part-time, Permanent, Temporary, Freelance **Salary**: ₹200,000.00 - ₹600,000.00 per year Ability to commute/relocate: - Mumbai, Maharashtra: Reliably commute or planning to relocate before starting work (preferred) **Experience**: - total...


  • Mumbai, India Forbes Advisor Full time

    Company Description Forbes Advisor is a new initiative for consumers under the Forbes Marketplace umbrella that provides journalist - and expert-written insights, news and reviews on all things personal finance, health, business, and everyday life decisions. We do this by providing consumers with the knowledge and research they need to make informed...

  • Finance Advisor

    1 week ago


    Mumbai, Maharashtra, India Event Beep Full time

    Freshers will also work with some finance knowledge Financial Advisor / Investment Specialist: Responsibilities: A financial advisor, also called a personal financial advisor, works with individuals and businesses to guide them in making budgetary, savings and investment decisions. A financial adviser provides specialist advice to clients on managing their...

  • Insurance Advisor

    2 weeks ago


    Ghansoli, Navi Mumbai, Maharashtra, India Mumbai Rozgaar Full time

    Position Title: Insurance Advisor Job Summary: As an Insurance Advisor, your primary responsibility is to assist clients in identifying their insurance needs and provide them with appropriate coverage options. You will build and maintain strong relationships with clients while ensuring they understand the terms and conditions of their insurance policies....

  • Financial Advisor

    2 weeks ago


    Mumbai, Maharashtra, India Mumbai Rozgaar Full time

    **Division: Lead Management System - Financial Services** Designation: Financial Advisor (Insurance Sales) Location: Mahape - Navi Mumbai Experience: 1-3 years **Roles & Responsibilities**: - Contact businesses and private individuals by telephone to promote services - Should be able to explain the product and its benefits to the customers - Resolving...


  • Mumbai, India Forbes Advisor Full time

    Company Description **Forbes Advisor **is a new initiative for consumers under the Forbes Marketplace umbrella that provides journalist - and expert-written insights, news and reviews on all things personal finance. We’re dedicated to helping turn aspirations into reality. We do this by providing consumers with the knowledge and research they need to make...

  • Ca Freshers

    1 week ago


    Mumbai, India Morpheus Human Consulting Full time

    Our client is a non-banking finance company "NBFC" registered with the Reserve Bank of India as a systemically important non-deposit taking company. They provide structured term financing solutions to corporates, used and new Vehicle Financing for transporters, Home Finance through our wholly owned subsidiary organization which gives loans to SME borrowers...


  • Mumbai Metropolitan Region, India Piramal Finance Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Company DescriptionPiramal Finance Limited, formerly known as Piramal Capital & Housing Finance Limited, is engaged in the financial services business. We provide both wholesale and retail funding opportunities within real estate and non-real estate sectors. Customer satisfaction is paramount to us, and we continually seek ways to enhance your experience....


  • Mumbai, India 2COMs Full time

    Job Role-Financial Accounting Advisor CL : 13 - Max budget: 18,500/- Shift timings: **5:30pm to 3:30am** **Location: Mumbai MDC 7 - Gigaplex Estate** **Requirements**: Job Role-Financial Accounting Advisor CL : 13 - Max budget: 18,500/- Shift timings: **5:30pm to 3:30am** **Location: Mumbai MDC 7 - Gigaplex Estate** **Job...