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Financial Analyst

Capital Builder Financial Services
14,000 - 18,000 Per Month
Job is expired
Posted on 25 Feb 19
Job DescriptionLast Date 26 Apr 19
  • Candidate will be responsible to handle clients globally. 
  • Efficiently prospect new clients through effective communication and develop good customer relationship with high consumer satisfaction.
  • Assessing client’s overall financial picture, understand their needs and develop a financial plan on the basis of Research. 
  • Provide Guidance to the clients towards a profitable and secure financial decision.
  • Handling client queries & handling them
  • Selling of financial services & create daily lead sources.
  • Assess clients overall financial pictures, understand their needs and develop a rigid financial plan.
  • Guide clients towards a profitable and secure financial decision.
  • Cultivate client base and build healthy relation.
  • Oversee the course of the financial plan and update it, if necessary, to ensure profits & Take care of the client renewals.
  • Develop ideas for direct sales call, maintain and develop existing and new customers through planned individual support.
Job Role

Job Type

Interview Type

Face to Face Interview

Company Description
Capital Builder Financial Services is a SEBI Registered investment advisory company carrying out operations in the Indian Equities and commodity market. We generate intraday as well as Positional calls/BTST in Stock Cash & F&O Segment in NSE & BSE, Commodities including bullions, metals & Agro- commodities traded in MCX and NCDEX. We provide recommendations Live through SMS & Chat room services. Our SMS facility is a very effective system which ensures the instant message delivery without any loss of time, so the clients get sufficient time to execute their trades in order to fetch maximum Profits.
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