Financial Accountant

JD: Investment Specialist We are looking for candidates who are aspiring to build career in financial advisory industry. We have opening for Investment Specialist. Our core product offering is Mutual Fund, FD, Govt. Bonds, Debenture, etc.

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 150 members. To meet our expansion goal, we are in a process of expanding our team of Investment specialists. Interested candidate may be in touch with HR team as per details given below.

What you can expect from this profile

 Deep understanding on products like Mutual Fund, Corporate Fixed Deposit, RBI Bond, Non-Convertible Debenture (NCD) and 54EC Capital Gain Bond

 Deep understanding about capital market, fixed income market, commodity market especially precious metals, real estate, economy and various sectors.

 Regular interaction and sessions with Fund Managers

 Need to keep a track on Global Market activity, Govt. Policies, Central Banks Policies all over the world, Inflation and other many factors…

What you should have

 Keen interest to build career in financial industry especially in investment domain (personal finance)

 You should be good at maths and calculations.

 You should love Reading.

 You should know how to open conversation to unknown.

 Excellent communication skill over phone.

What we expect from you:

 Client engagement activity over phone.

a) Objective of engagement is to build sound relationship

b) Exchange latest update about new product or any upcoming changes in existing products

c) Increase wallet share from existing clients

d) Increase client base by adding new client o Help existing client if they have any service issues post transaction

e) Existing client portfolio reviews at periodic intervals;

 Showcase investment products (MF, FD, Bonds & Debenture) to clients (prospective as well as existing) which may be of interest for them or which are on the approved list;

 Assist the client in aligning his or her investments as per his or her needs, and risk appetite in line with dynamic asset allocation;

 Responsible for business growth as well as growth of client base.

Investment Specialist must have good analytical, mathematics, and communication skills. They must also be able to explain complex financial concepts in a way that clients can understand. Investment Specialist typically need a bachelor's degree in finance, economics, accounting, or a related field. Professional certifications, such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) will be an added advantage.

Money Honey Financial Services Pvt. Ltd.

1st Floor, Nahar Singh Industrial Bldg., Ram Mandir Road,Opp. Movie Star Cinema, Goregaon West, Mumbai-400104 Note: 5min walkable distance from Ram Mandir Railway station

• It is a Full Time अकाउंटेंट job for candidates with 0 - 1 years of experience.

More about this Financial Accountant job

1. What is the eligibility criteria to apply for this Financial Accountant job?
   Ans: The candidate should be ग्रेजुएट आणि त्याहून अधिक and above with 0 - 1 years of experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹15000 - ₹25000 दरमहा that depends on your interview. It's a फुल टाईम job in Mumbai.
3. How many working days are there for this Financial Accountant job?
   Ans: This Financial Accountant job will have 6 working days.
4. Are there any charges applicable while applying or joining this Financial Accountant job?
   Ans: No, there is no fee applicable for applying this Financial Accountant job and during the employment with the company, i.e., MONEY HONEY FINANCIAL SERVICES PRIVATE LIMITED.
5. Is it a work from home job?
   Ans: No, it’s not a work from home job and can't be done online.
6. How many openings are there for this Financial Accountant role?
   Ans: There is an immediate opening of 15 Financial Accountant at MONEY HONEY FINANCIAL SERVICES PRIVATE LIMITED
7. Who can apply for this job?
   Ans: Both Male and Female candidates can apply for this अकाउंटेंट job.
8. What are the timings of this Financial Accountant job?
   Ans: This Financial Accountant job has 09:00 AM - 06:00 PM timing.