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
Experience
Experience flexible
How this role is positioned
Role classification
Job domains
Industries
Employment
Full Time
Contract duration
Permanent
Hiring type
Direct
Global hiring
Location specific
Offer details
Compensation and benefits
Compensation
₹2L - ₹4L per year
Location, schedule, and role shape
Work setup
Work conditions
Bandwidth profile
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, India • Full Time