Pre Sales Financial Advisor

The ideal candidate will deliver personalized Debt and investment solutions to help clients secure Debt and other Credit Products including Real Estate Investment opportunities in work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. 

Responsibilities

• Identify Target Client Group
• Prepare go to Market Strategy
• Prepare Detailed Market Data
• Help build Service Products
• Timely response to Leads
• Profiling Clients
• Primary Consultation on One on One basis
• Co Ordinate with Senior Consultant to Prepare Debt and Equity Financing Solutions
• Prepare Service Contracts
• Provide financial planning support to clients
• Support investment professionals to cultivate client relationships
• Prepare financial plans and check their accuracy

Qualifications

• Bachelor's degree in Finance or related field
• 3+ years of industry experience
• Strong understanding of the Debt and investment business
• Excellent interpersonal skills