Client Relation

2 weeks ago

Goregaon Mumbai Maharashtra, India Evertiz Solutions Full time

Job Overview:
Key Responsibilities:

- Research & Lead Generation: Conduct market research to identify new potential clients and opportunities in the private finance space. Assist in gathering relevant financial data and identifying client needs.
- Client Interaction Support: Shadow senior team members during client meetings or calls to learn about the client engagement process, from initial contact to offering financial solutions.
- Document Preparation: Help prepare client presentations, proposals, and reports. Maintain and update client databases, ensuring all records are accurate and current.
- Financial Analysis Support: Assist in preparing financial models, reports, and client portfolios under the guidance of senior team members.
- Administrative Support: Provide general administrative support to the client relations team, ensuring smooth daily operations.

Required Qualifications:

- Educational Background: Ongoing MBA in Finance

Interest in Finance: A strong interest in private finance, wealth management, and financial advisory services.
- Skills & Competencies:

- Basic understanding of financial products, services, and markets.
- Excellent communication and interpersonal skills.
- Strong organizational skills and attention to detail.
- Ability to work independently and as part of a team.
- Proficiency in MS Office (Excel, PowerPoint, Word).

Desired Traits:

- Eagerness to learn about private finance, client management, and financial advisory services.
- Enthusiasm for engaging with clients and developing strong relationships.
- Proactive and self-motivated with a passion for finance.
- Strong problem-solving and analytical skills.

**Benefits**:

- Gain practical, hands-on experience in private finance and client relations.
- Mentorship and guidance from experienced professionals in the finance industry.
- Networking opportunities with high-net-worth clients and industry leaders.
- Exposure to real-world financial tools and models.
- Certificate of Completion and a letter of recommendation

location goregoan east

**Job Types**: Full-time, Permanent

Pay: Up to ₹70,000.00 per year

**Benefits**:

- Cell phone reimbursement
- Commuter assistance
- Internet reimbursement
- Leave encashment
- Paid sick time
- Provident Fund

Schedule:

- Day shift
- Fixed shift
- Monday to Friday
- Morning shift
- Weekend availability

Supplemental Pay:

- Performance bonus
- Yearly bonus

**Experience**:

- finance: 1 year (preferred)
- client relationship: 1 year (preferred)

Work Location: In person

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