Investment Counsellor

10,000 - 25,000 /month

Money Honey Financial Services Private Limited

Goregaon (West), Mumbai

0 - 1 years Experience in Customer Support / TeleCaller

2 Openings

Full Time

Skills Required

Computer Knowledge

Domestic Calling

Query Resolution

Job Highlights

Industry Type: B2B Sales

Languages: Hindi, Marathi

Diploma and above

All genders

6 days working | Day Shift

Job Benefits: PF

Job Description

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.

Other Details

It is a Full Time Customer Support / TeleCaller job for candidates with 0 - 1 years of experience.

More about this Investment Counsellor job

What skills and experience do you need for this Investment Counsellor job?
Ans : To apply for this Investment Counsellor job, candidates should have skills like Computer Knowledge, Domestic Calling, Query Resolution along with 0-1 years of experience.
What is the salary and job type for this role?
Ans : The salary for this Investment Counsellor job ranges between ₹10,000-₹25,000 per month. This is a Full Time job.
What shift and timings does this job follow?
Ans : This Investment Counsellor job follows a Day shift.
Do you need to visit the office for this job?
Ans : Yes, candidates need to visit the office and work from the location in Goregaon (West), Mumbai.
How many openings are available for this position?
Ans : There are 2 openings available for this position.
Is this job open for all genders?
Ans : Yes, this Investment Counsellor job is open for both male and female candidates.
What are the key responsibilities of this Investment Counsellor job?
Ans : As a Investment Counsellor, key responsibilities include skills like Computer Knowledge, Domestic Calling, Query Resolution. This role is part of Customer Support / TeleCaller category.
Where is this job located?
Ans : This Investment Counsellor job is located in Goregaon (West), Mumbai.
What kind of candidate is ideal for this job?
Ans : A candidate with skills like Computer Knowledge, Domestic Calling, Query Resolution along with 0-1 years of experience is ideal for this Investment Counsellor job.
Why should you apply for this Investment Counsellor job?
Ans : This Investment Counsellor job offers a salary between ₹10,000-₹25,000 per month. This is a Full Time opportunity and has 2 openings available.