Birmon Finacc

2 Job openings at Birmon Finacc
Equity Advisor ahmedabad,gujarat 3 - 7 years INR Not disclosed On-site Full Time

As an Equity Advisor at Birmon Finacc, you will play a crucial role in providing expert financial advice and managing investment portfolios for our clients. Operating in the financial services sector, our company focuses on financial intermediation by offering physical and electronic marketplaces for trading various financial instruments such as stocks, stock options, bonds, and commodity contracts. Your responsibilities will include conducting client consultations, performing investment analysis, creating financial plans, and executing trades to optimize our clients" investment strategies. With a keen eye for detail and strong analytical skills, you will be instrumental in enhancing the efficiency and effectiveness of financial transactions for our clientele. Moreover, as part of this full-time, on-site position based in Ahmedabad, you will be expected to leverage your customer service, finance, and sales skills to maintain customer relationships, drive sales, and meet company targets. Excellent communication and interpersonal abilities will be essential in fostering strong client relationships and achieving success in this role. To excel in this position, you should possess a Bachelor's degree in Finance, Economics, Business, or a related field. Additionally, having relevant certifications in financial advisory or investment management would be advantageous, along with a demonstrated track record of problem-solving and a passion for the financial services industry. If you are a dynamic individual with a passion for finance and a desire to make a positive impact in the world of investments, we invite you to join our team at Birmon Finacc and contribute to our mission of providing top-notch financial services to our valued clients.,

Equity Advisor ahmedabad,gujarat 2 - 6 years INR Not disclosed On-site Full Time

Role Overview: As an Equity Advisor at Birmon Finacc, located in Ahmedabad, you will be responsible for providing expert financial advice, managing investment portfolios, and assisting clients with their investment strategies. Your day-to-day tasks will include client consultations, investment analysis, preparing financial plans, and executing trades. Additionally, you will play a key role in maintaining customer relationships and driving sales to achieve company targets. Key Responsibilities: - Provide expert financial advice to clients - Manage investment portfolios effectively - Assist clients in developing and implementing investment strategies - Conduct investment analysis to identify opportunities and risks - Prepare comprehensive financial plans based on client needs - Execute trades efficiently and in line with client objectives - Maintain strong customer relationships to ensure client satisfaction - Drive sales efforts to meet and exceed company targets Qualifications: - Strong customer service skills to provide excellent support to clients - Proficiency in investments and portfolio management techniques - Sound knowledge of finance principles and sales strategies - Demonstrated analytical and problem-solving abilities - Excellent communication and interpersonal skills to interact effectively with clients - Bachelor's degree in Finance, Economics, Business, or a related field - Relevant certifications in financial advisory or investment management are considered advantageous (Note: No additional details about the company were provided in the job description.),