Investment Specialist

Money Honey Financial Services

Goregaon East, Mumbai/Bombay

₹10,000 - ₹15,000 monthly

Fixed

10000 - ₹15000

Earning Potential

15,000

Work from Office

Full Time

Freshers can apply

Good (Intermediate / Advanced) English

Job Details

Interview Details

Job Highlights

23 applicants

Job Description

A Investment Specialist , Also Called A Personal Investment Specialist , Works With Individuals And Businesses To Guide Them In Making Budgetary, Savings And Investment Decisions. Continuous Interaction With Investors Over Phone. This Will Help Advisors To Build Strong Relationships With Investors. Providing Regular Updates About New Schemes, Products, New Issues, Dividends, Public Issues Or Any Changes In Market Conditions. All Activities Are Largely Over Phone. For Male Candidates May Have To Visit A Client Place To Complete Documentation Or Present The Investment Plans. Common Job Duties Include Interviewing Clients,Analyzing Financial Information, Recommending Financial Plans And Monitoring Outcomes. These Duties Require Strong Analytical Skills And A Desire To Work With People, As Well As Excellent Communication And Interpersonal Skills To Work In This People-Oriented Business. A Investment Specialist Provides Specialist Advice To Clients On Managing Their Money In The Most Profitable And Secure Way. Clients Can Be Commercial Enterprises, Institutional Groups / Societies Or Private Individuals. A Investment Specialist Is Essentially An Intermediary Or Agent Between Providers Of Financial Products And Services On The One Hand And Customers On The Other. Responsibilities: Personal Investment Specialist Typically Do The Following: 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. 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. 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. Work Location: Near Ram Mandir Railway Station, Goregaon West, Mumbai Office Location Is Walkable Distance From Ram Mandir Railway Station. Regards, HR Team

More about this Investment Specialist job

Money Honey Financial Services is aggressively hiring for the job profile of Investment Specialist at Mumbai in Ram Mandir Goregaon locality. Kindly go through the FAQs below to get all answers related to the given job. 1. How much salary can I expect? Ans. You can expect a minimum salary of 10,000 INR and can go up to 15,000 INR. The salary offered will depend on your skills, experience and performance in the interview. 2. What is the eligibility criteria to apply for this job? Ans. The candidate should have completed Graduate degree and people who have 0 to 31 years are eligible to apply for this job. You can apply for more jobs in Mumbai to get hired quickly. 3. Is there any specific skill required for this job? Ans. The candidate should have Good (Intermediate / Advanced) English skills and sound communication skills for this job. 4. What are the timings of the job and how many working days are there? Ans. It is a Full Time job having timing from 9:30AM to 6:30PM and will have 6 working days i.e., Monday to Saturday. 5. Is it a work from home job? Ans. No, it’s not a work from home job and can’t be done online. You can explore and apply for other work from home jobs in Mumbai at apna. 6. Are there any charges or deposits required while applying for the role or while joining? Ans. No work-related deposit needs to be made during your employment with the company. 7. How can I apply for this job? Ans. Go to the apna app and apply for this job. Click on the apply button and call HR directly to schedule your interview. 8. What is the last date to apply? Ans. The last date to apply for this job is 02-Sep-2021. For more details, download apna app and find Full Time jobs in Mumbai. Through apna, you can find jobs in 74 cities across India. Join NOW!

Job Requirements

Experience

Freshers can apply

Education

Graduate

English Level

Good (Intermediate / Advanced) English

Job Role

Department

Finance & Accounting

Employment Type

Full Time

Role / Category

Accounting & Taxation

Shift

Day Shift

Interview & address details

Work Location

Ram Mandir Railway Station, Mumbai, Maharashtra

Interview mode

Online/Telephonic

Job posted by Money Honey Financial Services

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