Financial Advisor

As a proactive engagement specialist, your role involves calling prospective leads, building relationships, and converting potential candidates into clients or investors. Your foundational market knowledge and strong communication skills will empower you to effectively assess opportunities and support investment decisions on the buy-side. Key Responsibilities: - Initiate, nurture, and convert leads via calls and outreach into potential clients or investors. - Present compelling investment ideas or candidate propositions to internal decision-makers. - Maintain ongoing relationships with leads and portfolio contacts, following up regularly. - Stay updated on market movements and thematic shifts that influence investment or recruitment strategies. Qualification Required: - Minimum: Bachelors degree in Finance, Economics, Commerce, or a related field. - Preferred: MBA or any postgraduate degree. - Exposure to financial modeling, equity markets, and research frameworks. Your excellent verbal and written communication skills enable you to call leads, present ideas, and convert them effectively. You are confident in outreach, capable of persuading and negotiating with clarity and conviction. As a relationship builder, you engage with investors, company representatives, and internal stakeholders seamlessly. In terms of behavioral attributes, you are a self-starter who is proactive and motivated to take ownership of outcomes. You are goal-oriented, driven by targets, and achieving conversion metrics. Adaptable under pressure, you thrive in fast-paced, volume-driven environments. Additionally, you are a skilled storyteller, adept at packaging ideas and data persuasively for diverse audiences. Please let me know if you need any more information. As a proactive engagement specialist, your role involves calling prospective leads, building relationships, and converting potential candidates into clients or investors. Your foundational market knowledge and strong communication skills will empower you to effectively assess opportunities and support investment decisions on the buy-side. Key Responsibilities: - Initiate, nurture, and convert leads via calls and outreach into potential clients or investors. - Present compelling investment ideas or candidate propositions to internal decision-makers. - Maintain ongoing relationships with leads and portfolio contacts, following up regularly. - Stay updated on market movements and thematic shifts that influence investment or recruitment strategies. Qualification Required: - Minimum: Bachelors degree in Finance, Economics, Commerce, or a related field. - Preferred: MBA or any postgraduate degree. - Exposure to financial modeling, equity markets, and research frameworks. Your excellent verbal and written communication skills enable you to call leads, present ideas, and convert them effectively. You are confident in outreach, capable of persuading and negotiating with clarity and conviction. As a relationship builder, you engage with investors, company representatives, and internal stakeholders seamlessly. In terms of behavioral attributes, you are a self-starter who is proactive and motivated to take ownership of outcomes. You are goal-oriented, driven by targets, and achieving conversion metrics. Adaptable under pressure, you thrive in fast-paced, volume-driven environments. Additionally, you are a skilled storyteller, adept at packaging ideas and data persuasively for diverse audiences. Please let me know if you need any more information.