Finance Specialist

2 days ago


Rajkot, Gujarat, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 80,00,000
Job Opportunity:

We are seeking MBA finance graduates with a maximum of one year of work experience. This role is ideal for individuals who possess excellent analytical skills and can effectively communicate complex financial concepts.

Key Responsibilities:
  • Conduct in-depth research on investments and pension products to provide tailored solutions for clients.
  • Collaborate with Financial Advisors to ensure alignment with clients' financial goals and objectives.
  • Analyse client financial situations and develop comprehensive plans to meet their needs.
  • Prepare detailed reports outlining findings, recommendations, and progress towards clients' goals.
Requirements:
  • Candidates should reside in the Rajkot region or be willing to relocate to this area.
  • Exceptional English communication skills, both verbal and written, are essential for effective collaboration with clients and colleagues.
  • Financial qualification with a background in Financial Planning or a strong aspiration for it is required.
  • Proficiency in preparing detailed reports and analysing complex data is necessary.
  • Ability to work effectively in a team environment and contribute to the success of our organisation is expected.


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