About the Company:-

Website: NA

Job location: Indore

Desired Experience: Freshers

Target Batch Passout: 2019

Training/Probation Period: 15 Days

Salary: INR 1.8 LPA(Fixed)  + INR 60,000(Incentives)
Course Specialization: Any Graduate

Bond: 1 Year

Tentative date of Joining: Post Completion of their graduation

Tentative date of interview: Will be communicated post registration window is closed.

Job Description & Skill Set Required:
- Efficiently prospect new clients through effective communication and develop good customer relationship with high consumer satisfaction. Assessing client’s overall financial picture, understand their needs and develop a solid financial plan on the basis of financial Research. Provide Guidance to the clients towards a profitable and secure financial decision.
- We are looking for a Business Analyst who will act as an intermediary between our company and customers.
- The Candidates have to provide guidance to our clients’ for financial planning and make recommendations on how to best utilize their money.
- The candidate should be able to research marketplace on available products and services, identify customers’ needs, design financial strategies and close a sale.

Responsibilities:
- Provide strategic advice across a variety of financial products and services.
- Assess client’s overall financial picture, understand their needs and develop a solid financial plan.
- Guide clients towards a profitable and secure financial decision.
- Cultivate client base and build healthy relationships.
- Oversee the course of the financial plan and update it, if necessary, to ensure profits.
- Maintain and develop a computerized customer and prospect database.
- Plan and carry out direct marketing activities (principally direct phone calls) to prospects.
- Develop ideas for direct sales call, maintain and develop existing and new customers through planned individual support.
- Take care of the client renewals.

Desired Skills:
- Hands on MS office and MS Excel.
- Confident communication, interpersonal skills with excellent English.
- Quick learner and ability to multitask.
- Knowledge of International market preferred.
- Experience in working on Customer Relationship Management systems (CRM).
- Effective Team Player Desired Skills.
- Proven working experience as a financial adviser, planner or relevant experience preferred.
- Accuracy, attention to detail and the ability to explain complex information clearly and simply.
- Excellent PC knowledge and ability to operate database systems

Last date to apply: 10 October 2018

Interview Process:
- Screening Round
- Group Discussion
- Sales Round
- Final HR Round