ProSofos Inc. Canada is looking for a confident and motivated Finance Representative to join our team and support our international client engagement and business development activities.
The role primarily involves communicating with international clients over calls, understanding their requirements, conducting follow-ups, and supporting finance-related business development activities. The ideal candidate should have a B.Com, M.Com, BBA Finance, MBA Finance, or related finance background, along with strong English communication and interpersonal skills.
This is an excellent opportunity for candidates looking to gain practical exposure to international client communication, financial services, business development, lead generation, and qualified sales processes.
Key Responsibilities
- Make and receive calls with international clients and prospects.
- Communicate professionally with clients in English and understand their requirements.
- Explain relevant financial products, services, or solutions based on client requirements.
- Conduct follow-ups with prospective and existing clients through calls and emails.
- Identify potential business opportunities through client conversations and market research.
- Assist the business development team with lead generation and client outreach.
- Maintain accurate records of client interactions, follow-ups, and prospect information.
- Schedule meetings between clients and internal teams based on requirements.
- Conduct basic financial and company research to support client discussions.
- Assist in preparing reports, presentations, and client-related documentation.
- Coordinate with internal teams to ensure timely follow-up and resolution of client requirements.
- Maintain professionalism and confidentiality while handling client and financial information.
Requirements
- B.Com, M.Com, BBA Finance, MBA Finance, or a related finance qualification is mandatory.
- Good understanding of basic finance and business co