Pre Sales Financial Advisor
DBSPL · Not specified · onsite · Posted 47d ago
Not disclosed3–5 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
The ideal candidate will deliver personalized Debt and investment solutions to help clients secure Debt and other Credit Products including Real Estate Investment opportunities in work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.
Responsibilities
- Identify Target Client Group
- Prepare go to Market Strategy
- Prepare Detailed Market Data
- Help build Service Products
- Timely response to Leads
- Profiling Clients
- Primary Consultation on One on One basis
- Co Ordinate with Senior Consultant to Prepare Debt and Equity Financing Solutions
- Prepare Service Contracts
- Provide financial planning support to clients
- Support investment professionals to cultivate client relationships
- Prepare financial plans and check their accuracy
Qualifications
- Bachelor's degree in Finance or related field
- 3+ years of industry experience
- Strong understanding of the Debt and investment business
- Excellent interpersonal skills
Sourced from foundit
Skills
Debt and equity financing solutionsDebt and investment solutionsFinancial Planning