Client Acquisition Specialist Fresher Job

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Client Acquisition Specialist

Money Honey Financial Services Private Limited

Mumbai

Start date
Starts Immediately
CTC (ANNUAL)
₹ 2,00,000 - 3,00,000 ₹ 2,00,000 - 3,00,000 /year
Experience
0-2 years
0-2 years experience
Apply By
29 Mar' 23
Posted 3 weeks ago
Fresher Job
0 applicants

About the job

We are looking for candidates who are aspiring to build careers in the financial domain. We have an opening for an investment specialist. Our core product offering is mutual funds, FD, government bonds, debenture, etc.

Key responsibilities:

1. Be in touch with investor over the phone and update them about the latest ongoing schemes (which includes, MF, FD, government bonds, debentures, etc.) and help them to make wise investment decisions based on various factors
2. Business development and acquisition of new investor is the key criteria of the performance matrix
3. Connect with the Investors over the phone, attend meetings, make presentations, and maintain the portfolio data sheet

Requirements:

1. Candidate must have the inclination to build his or her career in the financial industry
2. Understanding of investment products and knowledge about capital markets makes this profile more interesting
3. Any graduate fresher & experience under 1 year
4. Must have an interest in the finance domain
5. Have basic knowledge about mutual funds, bonds, SIP, debenture

The candidate will have an opportunity to interact with the fund manager at regular intervals.

Skill(s) required

Financial literacy Financial Modeling Marketing
Earn certifications in these skills
Salary

Annual CTC: ₹ 2,00,000 - 3,00,000 /year

Number of openings

1

About Money Honey Financial Services Private Limited

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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Hiring since February 2023
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