Financial Analyst Jobs in Indore - Capital Builder Financial Services

Job Summary

• Urgent Hiring for Financial Analyst
  

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
  

• 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.