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MHMoney Honey Financial Services Private Limited
Money Honey Financial Services Private LimitedInvestment Management

Investment Specialist

Location

Mumbai, India

Work type

Field

Employment

Full Time

Experience

Experience flexible

Compensation

₹2L - ₹4L per year

Posted

3d ago

Summary and responsibilities

Role overview

Summary

The Investment Specialist will engage with investors over the phone to update them on the latest investment schemes, including mutual funds, fixed deposits, government bonds, and debentures, guiding them to make wise investment decisions. A key responsibility involves business development and the acquisition of new investors. Male candidates may also be required to visit clients for documentation.

Key Responsibilities:

  • Be in touch with investors over the phone and update them about the latest ongoing schemes (which include MF, FD, Govt. Bonds, Debentures, etc) and help them to make wise investment decisions based on various factors.

  • Business development and acquisition of new investors are the key criteria of the performance matrix.

  • As per need, the male candidate may have to visit the client's place for completion of documentation (any place, any day, and any time).

Working days: Monday to Saturday (first 6months). Post 6 months, alternate Saturday off.

Other requirements:

  • Qualification: Minimum Graduate from any stream.

  • Experience: Freshers can apply.

Updated 3d ago

Candidate fit

Skills and qualifications

Additional skills

Client Interaction • 1+ yrs
Client Relationship • 1+ yrs
Client Relationship Management (CRM) • 1+ yrs
Customer Acquisition • 1+ yrs

Experience

Experience flexible

How this role is positioned

Role classification

Job domains

Sales & Business Dev

Industries

Finance & Banking

Employment

Full Time

Contract duration

Permanent

Hiring type

Direct

Global hiring

Location specific

Offer details

Compensation and benefits

Compensation

₹2L - ₹4L per year

VisibilityShared on listing
CurrencyINR
PeriodYearly

Location, schedule, and role shape

Work setup

Work conditions

Primary locationMumbai, India
Work typeField
Global hiringNo

Bandwidth profile

peopleHigh9/10
physicalMedium6/10
cognitiveMedium7/10
executionHigh8/10
creativityMedium5/10
uncertaintyMedium7/10
communicationHigh8/10

Context on the employer

Company snapshot

Company

Money Honey Financial Services Private Limited

Team size

Growing team

Location

Mumbai, India

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. At Money Honey, we bring together cutting-edge technology and top-notch financial services in one powerful package. We provide our investors easy access to a wide range of investment products like mutual funds from leading fund houses in India, corporate fixed deposits, bonds, debentures, and much more in one convenient online location. In short, we are your one-stop shop to build wealth. Our offline-only investment platform is built on robust technology that enables you to easily invest in mutual funds from leading fund houses in India, corporate fixed deposits, and various other investment products.

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Investment Specialist

Mumbai, IndiaFull Time