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Regional hiringpublishedExternal employer
MHMoney Honey Financial Services
Money Honey Financial ServicesFinancial Services

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

Financial Analysis • 1+ yrs
Investment Management • 1+ yrs
Client Relationship Management • 1+ yrs
Business Development • 1+ yrs
Market Research • 1+ yrs
Communication • 1+ yrs
Networking • 1+ yrs
Lead Tracking • 1+ yrs

Experience

0-2 years

How this role is positioned

Role classification

Job domains

Finance & Accounting
Data Science & Analytics

Industries

Finance & Banking

Employment

Full Time

Contract duration

Permanent

Hiring type

Direct

Global hiring

Location specific

Offer details

Compensation and benefits

Compensation

Compensation not disclosed

VisibilityShared on listing
CurrencyUSD
PeriodYearly

Location, schedule, and role shape

Work setup

Work conditions

Primary locationMumbai, India
Work typeOnsite
Global hiringNo

Bandwidth profile

peopleHigh8/10
physicalLow2/10
cognitiveMedium7/10
executionMedium7/10
creativityMedium6/10
uncertaintyMedium6/10
communicationHigh8/10

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, IndiaFull Time