Investment Specialist

15,000 - 60,000 /month

Money Honey Financial Services Private Limited

Goregaon (West), Mumbai

0 - 6+ years Experience in Customer Support / TeleCaller

10 Openings

Full Time

Job Highlights

Industry Type: Stock Market / Mutual Funds

Graduate and above

All genders

6 days working | Day Shift

Job Description

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.

Other Details

It is a Full Time Customer Support / TeleCaller job for candidates with 0 - 6+ years Experience.

More about this Investment Specialist job

Can freshers or experienced candidates apply for this Investment Specialist role?
Ans : Candidates who have a Graduate and above qualification with 0-7 years of experience can apply for this Investment Specialist role.
How much can you earn in this position?
Ans : You can earn between ₹15,000-₹60,000 per month in this Investment Specialist position.
What shift and timings does this job follow?
Ans : This Investment Specialist 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 vacancies are there for this Investment Specialist job?
Ans : There are 10 vacancies for this Investment Specialist role.
Is this job open for all genders?
Ans : Yes, this Investment Specialist job is open for both male and female candidates.
What is the job location for this position?
Ans : The job location for this Investment Specialist position is Goregaon (West), Mumbai.
What makes this Investment Specialist job a good opportunity?
Ans : This Investment Specialist job is a good opportunity as it offers a salary between ₹15,000-₹60,000 per month. This is a Full Time job and has 10 openings.