UMBRIX

This role has closed.

It’s no longer listed by the employer, so applying won’t reach anyone. Similar openings are below, and more it & software roles land every day.

MF Advisor at Money Honey Financial Services

Money Honey Financial ServicesMumbai, Maharashtra
Checked by our scam filter

Who can apply

The employer hasn’t stated batch, branch or CGPA requirements for this role. Upload your résumé to see how well you match.

About this role

Responsibilities: Explain (over the phone) the various types of investment product features and financial services to potential clients. Deliver personalized investment solutions to help clients work toward their short term, medium-term, and long-term financial goals Educate clients and answer questions about investment options and potential risks and recommend investments to clients or select investments on their behalf. Help clients plan for specific circumstances, such as education expenses, tax planning or retirement planning. Prepare financial plans with a mix of short and long-term investments and providing periodic updates on the performance of investment portfolios. Monitor clients' accounts and determine if changes are needed to improve account performance or to accommodate life changes, such as getting married or having children. Male candidates may have to visit a client's place to complete documentation or present the investment plans.

Questions freshers ask

Is this role open to freshers?

Money Honey Financial Services hasn't stated an experience requirement for this role. Umbrix only lists roles that are fresher-eligible or leave experience unstated, so it's worth applying and letting the employer decide.

Does applying cost anything?

No. Applying is free, and it always should be. Umbrix runs every listing through a scam filter before publishing it, and any posting that asks for a registration fee, a security deposit or a training charge is rejected outright. If this employer asks you for money at any stage, that is a scam — stop and report it.

Where does this listing come from?

This posting was collected from Money Honey Financial Services's own careers listing or a licensed job feed, checked by our scam filter, and re-verified on each ingest run. The Apply button sends you to the original posting — Umbrix never sits between you and the employer.

Similar it & software roles in Mumbai

Browse all fresher it & software jobs in India