Job Description

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\xe2\x80\x99 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. Job Type: Full-time Salary: 912,000.00 - 920,000.00 per month Schedule:

• Day shift

• Bachelor\'s (Required)