Financial Advisor/Investment Specialist Fresher Job

About the job: We are looking for candidates who are aspiring to build a career in the financial advisory industry. We have an opening for an Investment Specialist. Our core product offerings are Mutual Fund, FD, and Govt. Bonds, Debenture, etc. Company Profile: We are a one-stop financial services shop, widely known for the quality of our 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 150 members. To meet our expansion goal, we are in the process of expanding our team of Investment specialists. What you can expect from this role: 1. Gain a deep understanding of financial products such as Mutual Funds, Corporate Fixed Deposits, RBI Bonds, Non-Convertible Debentures (NCDs), and 54EC Capital Gain Bonds. 2. Build comprehensive knowledge of capital markets, fixed income instruments, the commodity market (especially precious metals), real estate, the broader economy, and various sectors. 3. Participate in regular interactions and learning sessions with Fund Managers. 4. Track global market activity, government policies, central bank decisions, inflation trends, and other key economic indicators. Key responsibilities: 1. Engage with clients over phone calls to build and maintain strong relationships. 2. Share updates on new products and changes to existing portfolios at regular intervals. 3. Present investment options (MFs, FDs, Bonds, Debentures) to both prospective and existing clients based on suitability. 4. Assist clients in aligning their investment portfolios with their financial goals and risk appetite, using dynamic asset allocation principles. 5. Contribute to business development by growing both revenue and client base. Requirements: 1. A keen interest in building a career in the investment domain (personal finance). 2. Strong mathematical and calculation skills. 3. A passion for reading and staying updated. 4. The confidence and skill to initiate conversations with new people. 5. Excellent communication skills, particularly over the phone. Who can apply: Only those candidates can apply who: are from Mumbai only Salary: ₹ 2,00,000 - 3,00,000 /year Experience: 0 year(s) Deadline: 2025-07-17 23:59:59 Skills required: MS-Excel and Effective Communication Other Requirements: 1. Strong analytical and mathematical abilities. 2. Excellent verbal and written communication skills. 3. Ability to explain complex financial concepts in a simple, client-friendly manner. 4. Bachelor’s degree in Finance, Economics, Accounting, or a related field (required). 5. Professional certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are a plus. About Company: Money Honey Financial Services Private Limited's founder has been in the financial services industry for over 19 years now and manages one of the largest retail investment networks in the country. Having managed investments for tens of thousands of clients, he has immense experience in understanding the needs of a regular investor.