Business Financial Associate

2 weeks ago


Morādābād, Uttar Pradesh, India beBeeFinancial Full time ₹ 6,00,000 - ₹ 12,00,000
Key Roles and Responsibilities

The main objective of this position is to provide assistance in delivering high-quality financial planning and advisory services.

Key Tasks:

  • Support senior advisors in developing investment strategies for clients, analyzing financial data to make informed decisions.
  • Maintain effective client relationships through regular communication and meeting expectations.
  • Stay up-to-date on industry trends and best practices by conducting market research.
  • Prepare comprehensive financial reports and presentations to effectively communicate complex information to clients and stakeholders.

Required Skills and Qualifications:

  • Bachelor's degree in Finance, Economics, or a related field.
  • Excellent analytical skills with the ability to analyze financial data.
  • Strong written and verbal communication skills with the ability to communicate effectively.
  • Ability to work in a team environment and adapt to changing priorities.

Preferred Qualifications:

  • MBA in finance.


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