
A Trade and Corporate Finance company offers a position for Executive Corporate Finance
About the Company:
This Company deals with the capital structure of a corporation, including its funding and the action that management takes to increase the value of the company. They aim to simplify the investment process using algorithm to tailor portfolios (Based on risk etc.) rather than human management. They help the clients to track and manage everything money related from single platform on top of this. They offer recommendations on improving the financial need of the clients.
Company Services:
Trade Finance
Corporate Finance
Debt Syndication
Treasury Products
Property Finance
SME Services
Company Details:
Employment: Permanent full time on roll
Designation: Executive – Corporate Finance
Gender Preference: Male Only
Office working location: Ghatkopar West
Office Timings: Mon to Sat (2nd and 4th Sat off) 9.30 to 6.00pm
Candidates residing locn: Central suburban’s around Ghatkopar
Travelling Required:Yes. For developing & meeting the client base In & around Mumbai
Education: Commerce graduate, MBA preferred
Type of Candidate: Fresher’s / with 1-2 years’ experience
Joining time: ASAP/ Immediate joiner preferred
Skills: Excellent communication skills/ good knowledge of finance
Languages: English, Hindi, local language
Roles and responsibilities: as per mentioned below
KEY ROLE:
The role requires being well organized, proactive and detail -oriented to handle a variety of responsibilities quickly and discreetly.
Builds business by identifying and contacting prospects with given data base followed by visits.
Completing the given tasks in an efficient and timely manner
Managing the personal and joint meeting schedule with the clients
Coordinate with the existing and prospective clients
Routinely perform given duties/tasks in time bounded manner
Overseeing the daily operations towards completions of underline business proposals
Preparation of necessary financial report/documentation / presentation
The suitable candidate would be having a good scope of overall long-term growth and career prospects within the organization
Job Description:
This Candidate would be responsible for maintaining and strengthening the company's relationship with its clients. They ensure customer satisfaction by providing excellent customer service and resolving any issues that may arise.
Key Skills:
Client Development: Identifying potential clients, researching industry trends and approaching potential new clients based on company leads
Building relationships: Developing and maintaining long-term relationships with clients
Client communication: Keeping in touch with clients through phone calls, emails, or face-to-face meetings
Responding to inquiries: Responding to client inquiries promptly
Resolving issues: Resolving client issues efficiently
Identifying areas for improvement: Identifying areas where the company's services can add value
Suggesting solutions: Suggesting relevant solutions to client issues
Proposing new initiatives: Proposing new initiatives to clients, gaining and using client feedback
Researching trends: Researching industry trends
Providing advice: Providing advice to clients in terms of the company options
Giving presentations: Giving presentations to clients for the Trading and Corporate Finance Solutions
Acting as a point of contact: Acting as a point of contact for complaints
Candidate Profile:
An aptitude to learn and adapt to the background in customer service
Finance Industry knowledge
Open to learn tracking relevant KPIs
Proficiency in MS Office and CRM platforms(preferable)
Excellent communication & conversational skills
Problem-solving aptitude
Ability to work well with a team
A bachelor’s degree in commerce, Business, Business Administration, Communications, or a related field
Experience – Fresher or Six Months to One Year Experience
Excellent English-Speaking Skills