Financial Reporting Analyst
Location
Mumbai, India
Work type
Onsite
Employment
Full Time
Experience
0-2 years
Compensation
Compensation not disclosed
Posted
1w ago
Summary and responsibilities
Role overview
Summary
The Financial Reporting Analyst will engage with investors to provide updates on financial products like Mutual Funds, Fixed Deposits, Bonds, and Debentures. This role involves offering personalized investment solutions, maintaining strong client relationships, and driving business growth through lead tracking and client acquisition.
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. Our core product offering is mutual fund, FD, Govt. Bonds, Debenture, etc.
Role & Responsibilities:
Engage with investors through calls and digital platforms to share updates on Mutual Funds, Fixed Deposits, Bonds, and Debentures.
Offer personalized investment solutions aligned with clients’ short-, medium-, and long-term financial goals.
Maintain strong client relationships to ensure satisfaction, retention, and loyalty while managing regular communication across multiple channels.
Stay informed about market trends, financial products, and investment opportunities to deliver timely and relevant guidance.
Drive business growth by tracking leads, following up on prospects, and acquiring new clients through referrals, networking, and community outreach.
Qualification : Minimum Graduate from any stream.
Experience : Fresher’s can apply.
Remuneration : As per company norms
Working days : Monday to Saturday (first 6months)
Post 6months alternate Saturday off.
Updated 1w ago
Candidate fit
Skills and qualifications
Additional skills
Experience
0-2 years
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
Compensation not disclosed
Location, schedule, and role shape
Work setup
Work conditions
Bandwidth profile
Context on the employer
Company snapshot
Company
Money Honey Financial Services
Team size
Growing team
Location
Mumbai, India
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. Our core product offering is mutual fund, FD, Govt. Bonds, Debenture, etc.
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Financial Reporting Analyst
Mumbai, India • Full Time