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Investment Counsellor

1.00 to 10.00 Years   Mumbai City   25 Aug, 2026
Money Honey Financial services Pvt LTD
Job LocationMumbai City
EducationNot Mentioned
SalaryNot Disclosed
IndustryInvestment Banking / Venture Capital / Private Equity
Functional AreaInvestment Banking / M&A
EmploymentTypeFull-time

Job Description

    JD: Investment SpecialistCompany 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. Currentlywe are serving more than 50,000 investors with a team of 100 members. Our core productoffering is mutual fund, FD, Govt. Bonds, Debenture, etc.Role & Responsibilities: Engage with investors through calls and digital platforms to share updates on MutualFunds, Fixed Deposits, Bonds, and Debentures.Offer personalized investment solutions aligned with clients short-, medium-, andlong-term financial goals.Maintain strong client relationships to ensure satisfaction, retention, and loyalty whilemanaging regular communication across multiple channels.Stay informed about market trends, financial products, and investment opportunitiesto deliver timely and relevant guidance.Drive business growth by tracking leads, following up on prospects, and acquiringnew clients through referrals, networking, and community outreach.As per need, male candidate may have to visit client place for completion ofdocumentation (any place,any day and any time).Qualification : Minimum Graduate from any stream.Experience : Freshers can apply.Remuneration : As per company normsWorking days : Monday to Saturday (first 6months)Post 6months alternate Saturday off.Contact: Email : hidden_emailMobile: hidden_mobile

Keyskills :
financial advisoryfinancial planninginvestmentcommunication skillsinvestment advisory

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