Private Finance Executive Position Available

2 days ago

Mumbai, Maharashtra, India beBeePrivateFinance Full time ₹ 8,00,000 - ₹ 12,00,000
Private Finance Executive

We are seeking a Private Finance Executive to assist our team in client outreach, research, and lead generation within the private finance space. The successful candidate will be responsible for helping to prepare client presentations and financial models, providing administrative support, and participating in training sessions to enhance their financial knowledge.

  • Client Outreach: Assist our team in reaching out to potential clients through calls, emails, and other communication channels. Help introduce our services and financial solutions to prospective clients.
  • Research & Lead Generation: Conduct market research to identify new potential clients and opportunities in the private finance space. Assist in gathering relevant financial data and identifying client needs.
  • Client Interaction Support: Shadow senior team members during client meetings or calls to learn about the client engagement process, from initial contact to offering financial solutions.
  • Document Preparation: Help prepare client presentations, proposals, and reports. Maintain and update client databases, ensuring all records are accurate and current.
  • Financial Analysis Support: Assist in preparing financial models, reports, and client portfolios under the guidance of senior team members.
  • Administrative Support: Provide general administrative support to our team, ensuring smooth daily operations.
  • Learning & Development: Participate in training sessions and workshops to enhance your financial knowledge and skills.

Key Skills:

  • A strong interest in private finance, wealth management, and financial advisory services.
  • Basic understanding of financial products, services, and markets.
  • Excellent communication and interpersonal skills.
  • Strong organizational skills and attention to detail.
  • Ability to work independently and as part of a team.
  • Proficiency in MS Office (Excel, PowerPoint, Word).

Qualifications:

  • An MBA in Finance is highly desirable.

About Our Ideal Candidate:

We are looking for a motivated and results-driven individual who is passionate about private finance and wealth management. If you have a strong interest in financial advisory services and excellent communication skills, we encourage you to apply for this exciting opportunity.

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