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
- Solid understanding of the Debt and investment business
- Excellent interpersonal skills

📌 Pre Sales Financial Advisor (Nashik)
🏢 DBSPL
📍 Nashik