Financial Services Specialist

1 month ago


Ahmedabad, Gujarat, India Pranam Recruiters Full time
Job Title: Financial Services Specialist

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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