About the job

Key responsibilities:

1. Compiling, sorting, and maintaining the database, as well as sorting and shortlisting potential clients based on certain guided parameters
2. Preparing an information memorandum and the circulation of the same among various stakeholders
3. Coordinating and following up with financial institutions and clients for sharing information and documents, resolving queries about the information memorandum, and circulating the same among various stakeholders
4. Compiling information and creating a proper database for it, so it can be retrieved as and when required
5. Understanding financial terminologies and having a decent understanding of various items of the profit and loss account and balance sheet

-Skill(s) required
Client Relationship
Effective Communication
Financial literacy
MS-Excel
Negotiation & Problem-solving

-Earn certifications in these skills
Learn MS-Excel
Learn Stocks and Trading
Learn Business Communication
Learn Financial modeling valuation
Learn Personal Finance
Learn Digital Marketing
Learn Business Analytics

Who can apply
1. Those who are from or open to relocate to Mumbai and neighboring cities

Other requirements
1. CA/Semi-qualified CA/MBA (finance)/B.Com. or anyone with job experience in a similar domain will be preferred
2. Interested in working in the finance domain is a plus
3. Proficiency in Microsoft Excel and other database management tools
4. Dedication and commitment are a must
5. The candidate must have decent communication skills

Salary
Probation:
Duration: 3 months
Salary during probation: ₹13,000 - 18,000 /month (only for freshers)

After probation:
Annual CTC: ₹ 2,50,000 - 5,00,000 /year