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Job Title: Client Relations & Private Finance (Goregaon, Mumbai)

We are having an urgent opening for the position of Client Relations & Private Finance Executive for a reputed company at Goregaon Location.

Key Responsibilities:
Client Outreach: Assist the team in reaching out to potential clients through calls, emails, and other communication channels. Help introduce the firm’s services and financial solutions to prospective clients.
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.
Learning & Development: Participate in training sessions and workshops to enhance your financial knowledge and skills. Apply classroom learning to real-world financial services.

Required Qualifications:

Educational Background: 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.
Robust 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 robust relationships.
Proactive and self-motivated with a passion for finance.
Robust problem-solving and analytical skills.

📌 Client Relations & Private Finance Executive Mumbai Goregaon (India)
🏢 DC Consultants
📍 India