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