Financial Associate

17 hours ago

Ghaziabad, Uttar Pradesh, India beBeeFinance Full time ₹ 40,00,000 - ₹ 80,00,000
Financial Associate Position

Are you a detail-oriented professional seeking a role in financial planning and advisory services? Do you have excellent client relationship management skills?

The position involves assisting senior financial advisors with various tasks, such as managing client relationships, conducting market research, and preparing financial reports.

Key Responsibilities:

  • Assist senior financial advisors with financial planning and advisory services
  • Manage client relationships to ensure excellent customer service
  • Conduct market research to stay up-to-date on industry trends
  • Prepare financial reports for clients and internal stakeholders
  • Support the development of new business opportunities

Requirements:

  • Bachelor's degree in Finance, Economics, Business, or related field
  • Excellent analytical and problem-solving skills
  • Strong communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Proficiency in Microsoft Office Suite

How to Apply:

Please submit your CV to us through email. We look forward to hearing from you

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