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Financial Analyst Job Openings in Indore

[0-2 Year(s) Exp]
Capital Builder Financial services
Experience : 0-2 Years
Salary : 120000 - 240000 P.A
Job Type : full-time
Key skills : Financial Analysis 
Job Description :

On Job Responsibilities-
Candidate will be responsible to handle clients from Global markets. Efficiently prospect new clients through effective communication and develop good customer relationship with high consumer satisfaction. Assessing client’s overall financial picture, understand their needs and develop a financial plan on the basis of Research. Provide Guidance to the clients towards a profitable and secure financial decision.

Job Brief-
We are looking for a “Financial Analyst " act as an intermediary between our company and customers. You have to provide guidance to our clients’ for financial planning and make recommendations on how to best utilize their money. The candidate should be able to research marketplace on available products and services, identify customers’ needs, design financial strategies and close a sale.

Responsibilities and Duties

·         Sell accreditation.

·         Create daily lead sources.

·         Assess Clients overall Financial Pictures, understand their needs and develop a solid financial plan.

·         Guide clients towards a profitable and secure financial decision.

·         Cultivate client base and build healthy relationships.

·         Oversee the course of the financial plan and update it, if necessary, to ensure profits.

·         Maintain and develop a computerized customer and prospect database.

·         Plan and carry out direct marketing activities (principally direct phone calls, Chats) to prospects.

·         Develop ideas for direct sales call, maintain and develop existing and new customers through planned individual support.

·         Take care of the client renewals


Desired Skills

·         Good Communication, Interpersonal Skill and Excellent English

·         Quick learner and ability to multitask.

·         Knowledge of International market preferred.

·         Experience In working on Customer Relationship Management systems (CRM).

·         Write and speak persuasively and clearly

·         Follow economics, international finance, foreign exchange and international news events.

·         Proven working experience as a financial adviser, planner or relevant experience preferred.

Role Category: Back Office Sales
Educational Qualification: Post Graduate , Undergraduate
Functional Area: Analytics & Business Intelligence , Research Analyst , sales , Business Development Executive , Associate Sales , Business Development
Vacancies : 30
Job Posted On May. 24, 2018
Last Date To Apply June 24, 2018
Company Details
Company Name :

Capital Builder Financial services

Company Address :

Shekhar Central 3rd Floor 302 New Palasia Square AB Road Indore

Company Website :
Venue Location 1:

Shekhar Central 3rd Floor 302 New Palasia Square AB Road Indore (Madhya Pradesh )

Recruiter Details

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