Business Development Associate

1 week ago


Shimoga, Karnataka, India beBeeFinance Full time ₹ 6,00,000 - ₹ 12,00,000

Job Summary:

We are seeking a skilled and ambitious Associate to join our team. The successful candidate will play a pivotal role in assisting with financial planning and advisory services, managing client relationships, conducting market research, preparing comprehensive financial reports, and supporting senior financial advisors.

Key Responsibilities:

  • Financial Planning and Advisory Services: Assist in creating and implementing tailored financial plans that cater to clients' unique needs and goals.
  • Client Relationship Management: Foster strong relationships with clients through exceptional communication skills, empathy, and a customer-centric approach.
  • Market Research and Analysis: Conduct thorough market research to identify trends, opportunities, and potential risks that impact clients' financial portfolios.
  • Financial Report Preparation: Develop and present accurate, insightful, and visually appealing financial reports that facilitate informed decision-making.
  • Support Senior Advisors: Provide timely support to senior financial advisors, leveraging expertise and skills to enhance team performance and outcomes.

Qualifications and Skills:

  • Bachelor's degree in Finance, Economics, Business, or related field.
  • Excellent written and verbal communication skills.
  • Strong analytical skills with the ability to analyze complex financial data.
  • Proficiency in market research and financial report preparation.

Preferred Qualification:

  • MBA in finance, which would be an added advantage.


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