Money Honey - Financial Advisor - Portfolio Management

Job Title: Financial Advisory

Company: Money Honey Financial Services Pvt. Ltd.

Location: Mumbai

Experience: 1 to 3 Year

Industry: Financial Services | Wealth Management | Investment Advisory

Functional Area: Financial Research / Advisory / Portfolio Management

Company Overview:

Money Honey Financial Services Pvt. Ltd., established on May 8th, 2008, is a Mumbai-based one-stop shop for financial information, investment advisory, and transaction execution. With a wide portfolio including equities and commodities broking, portfolio management services, and the distribution of mutual funds, government bonds, IPOs, and fixed deposits, we aim to simplify wealth creation for individuals and institutions. Backed by a skilled and specialized team, Money Honey has built a strong presence in the financial services landscape.

Role Overview:

As part of the Financial Advisory team, you will play a key role in guiding clients on informed investment decisions. This role is ideal for fresh graduates or early professionals who are passionate about finance and wealth management. The position involves financial consulting, client servicing, and new business acquisition.

Key Responsibilities:

- Interact with investors via phone to explain current investment options such as Mutual Funds, Bonds, etc.

- Offer tailored financial advice based on clients profiles and investment goals.

- Support portfolio management and financial planning tasks.

- Engage in client acquisition and relationship management to grow the investor base.

- Conduct market research and prepare relevant financial analysis reports.

Desired Candidate Profile:

- Graduate in Finance, Commerce, Economics, or a related field. MBA would be added advantage

- A Master's degree (MBA/PGDM in Finance or related field) will be preferred.

- Keen interest or understanding of Mutual Funds, Capital Markets, and Investment Planning.

- Strong communication and interpersonal skills.

- Proficiency in MS Excel and PowerPoint.

- Freshers and candidates with up to 1 year of experience are encouraged to apply.

Technical Skills Preferred:

- Market Research

- Financial Modeling (Basic Understanding)

- Portfolio Management Concepts

- MS Excel & PowerPoint

- Knowledge of Mutual Fund and Investment Products