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Education Counsellor
Money Honey Financial Services Pvt Ltd Hiring For Relationship Manager – Fresher also apply at Mumbai, Maharashtra, India Full Time
Responsibilities Personal investment specialist typically do the following:
- 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
- Develop and deepen client relationships.
- Educate clients and answer questions about investment options and potential risks.
- 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.
- If needed, Meeting with clients to understand their needs and demands.
- Preparing financial plans with a mix of short and long term investments
- 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.
