Business Analyst Jobs in Indore - 777 Trades Research Services

On- Job Responsibilities:

• 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 solid 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 Business 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:

• Provide strategic advice across a variety of financial products and services.
  
• Assess client’s overall financial picture, 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) 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.
  

• Hands on MS office and MS Excel.
  
• Confident communication, interpersonal skills with excellent English.
  
• Quick learner and ability to multitask.
  
• Knowledge of International market preferred.
  
• Experience in working on Customer Relationship Management systems (CRM).
  
• Effective Team Player Desired Skills.
  
• Proven working experience as a financial adviser, planner or relevant experience preferred.
  
• Accuracy, attention to detail and the ability to explain complex information clearly and simply.
  
• Excellent PC knowledge and ability to operate database systems.