Client Relations & Private Finance Executive - Mumbai (Goregaon)

Job Description:

Job Title: Client Relations & Private Finance (Goregaon, Mumbai)

We are having an urgent opening for the position of Client Relations & Private Finance Executive for a reputed company at Goregaon Location.

Key Responsibilities:

• Client Outreach: Assist the team in reaching out to potential clients through calls, emails, and other communication channels. Help introduce the firm’s services and financial solutions to prospective clients.
• Research & Lead Generation: Conduct market research to identify new potential clients and opportunities in the private finance space. Assist in gathering relevant financial data and identifying client needs.
• Client Interaction Support: Shadow senior team members during client meetings or calls to learn about the client engagement process, from initial contact to offering financial solutions.
• Document Preparation: Help prepare client presentations, proposals, and reports. Maintain and update client databases, ensuring all records are accurate and current.
• Financial Analysis Support: Assist in preparing financial models, reports, and client portfolios under the guidance of senior team members.
• Administrative Support: Provide general administrative support to the client relations team, ensuring smooth daily operations.
• Learning & Development: Participate in training sessions and workshops to enhance your financial knowledge and skills. Apply classroom learning to real-world financial services.

Required Qualifications:

Educational Background: MBA in Finance
Interest in Finance: A strong interest in private finance, wealth management, and financial advisory services.

Skills & Competencies:

• Basic understanding of financial products, services, and markets.
• Excellent communication and interpersonal skills.
• Strong organizational skills and attention to detail.
• Ability to work independently and as part of a team.
• Proficiency in MS Office (Excel, PowerPoint, Word).

 Desired Traits:

• Eagerness to learn about private finance, client management, and financial advisory services.
• Enthusiasm for engaging with clients and developing strong relationships.
• Proactive and self-motivated with a passion for finance.
• Strong problem-solving and analytical skills.