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Financial Analyst International

Signal Expert
Indore, Madhya Pradesh, India
October 23, 2018


Financial Analyst (Client Interaction - International)

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 Responsibilities

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.

• Sell accreditation & Create daily lead sources.

• Assess Clients overall Financial Pictures, understand their needs and develop a solid financial plan.

• Guide clients towards a profitable and secure financial decision.

• Cultivate client base and build healthy relationships.

• Oversee the course of the financial plan and update it, if necessary, to ensure profits & Take care of the client renewals

• Maintain and develop a computerized customer and prospect database.

• Develop ideas for direct sales call, maintain and develop existing and new customers through planned individual support