Financial Advisor

About the job

Role Overview: As a member of the Financial Advisory team at Money Honey Financial Services Pvt. Ltd., your primary responsibility will be to provide expert guidance to clients regarding their investment decisions. This role is particularly suitable for recent graduates or early professionals who have a strong interest in finance and wealth management. Your tasks will include financial consulting, client servicing, and acquiring new business opportunities. Key Responsibilities: - Communicate with investors over the phone to explain various investment options such as Mutual Funds, Bonds, etc. - Customize financial advice according to individual client profiles and investment objectives. - Assist in portfolio management activities and financial planning processes. - Participate in client acquisition activities and manage client relationships to expand the investor base. - Carry out market research and prepare detailed financial analysis reports. Qualification Required: - Graduation in Finance, Commerce, Economics, or a related field. An MBA would be advantageous. - A Master's degree (MBA/PGDM in Finance or a related field) is preferred. - Demonstrated interest or knowledge in Mutual Funds, Capital Markets, and Investment Planning. - Excellent communication and interpersonal abilities. - Proficiency in MS Excel and PowerPoint. - Freshers and candidates with up to 1 year of experience are encouraged to apply.