Financial Services Specialist
1 month ago
Job Location: Prahlad Nagar Ahmedabad Mumbai Andheri (West)
No of days working: 5.5 1st and 3rd Saturday working
No of hours working: Morning 10:00 am to 7:00 pm
No of years of relevant experience required: Min 2 Years
CTC range: Depending upon performance in the interview
Education Qualification: MBA in Finance
Industry: Financial Services
Job Summary:
As a Financial Services Specialist, you will play a pivotal role in understanding our clients' business objectives and challenges to deliver strategic recommendations.
Key Responsibilities:
- Building strong relationships with existing clients to understand their financial goals, risk tolerance, and investment preferences.
- Providing personalized advice and recommendations based on their needs and market conditions.
- Developing and executing recruitment strategies to attract and engage top channel partners.
- Offering expert guidance on equity investments, including stocks, mutual funds, and other financial products.
- Conducting thorough research and analysis to provide clients with informed investment recommendations aligned with their financial objectives.
- Developing and implementing effective sales strategies to achieve revenue goals and expand the firm's client base.
- Regularly reviewing client portfolios to assess performance, balance investments, and optimize asset allocation.
- Ensuring all client interactions and investment recommendations comply with regulatory requirements and internal policies.
- Conducting market research and staying updated on industry trends, economic indicators, and geopolitical events that may impact equity markets.
- Collaborating with research analysts, portfolio managers, and other departments within the firm to leverage expertise.
- Keeping abreast of changes in financial markets, investment products, and regulatory requirements through ongoing training and professional development.
Requirements:
- Bachelor's degree in Marketing or Finance
- MBA is a plus with a minimum of 2 years of experience
- Sales and Business Development: Ability to drive sales and acquire new clients/accounts meeting or exceeding targets
- Communication Skills: Excellent verbal and written communication skills to interact with clients effectively, colleagues, and stakeholders
- Analytical Skills: Ability to analyze market trends, client data, and financial statements to make informed decisions and recommendations
- Negotiation Skills: Proficiency in negotiating terms, pricing, and agreements to ensure mutual benefit for the client and the firm
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