Business Analyst/ Financial Analyst jobs - Indore - Capital Builder Financial Service - 0 to 2 years of experience - 05 June 2019

Act as an intermediary between our company and customers. You have to provide guidance to our clients’ for financial planning and make recommendations on how to best utilize their money. The candidate should be able to research marketplace on available products and services, identify customers’ needs, design financial strategies and close a sale.

Job Description:

•             Generate the leads of prospective clients

•             Communicate to clients the products & services of company.

•             Generate the business as per target assigned by reporting authority

•             Follow-up with clients for updating products and services.

•             Assist in development of systems and process of the company.

•             Assist in compliance with the competent authorities

•             Customer Relationship Management.