Financial Advisor

Key Responsibilities:

• Strategic Sales & Revenue Growth - Develop and implement strategic sales plans to meet company objectives and revenue targets across financial advisory and loan segments.
• Business Development & Client Acquisition - Identify and pursue new business opportunities through targeted prospecting, strategic networking, and strong relationship-building.
• Client Relationship Management - Cultivate and maintain long-term relationships with clients, ensuring satisfaction, trust, and repeat business.
• Capital Market & Financial Advisory - Provide expert advice in Capital Market strategies, Financial structuring, and Regulatory compliance. Counsel clients on investment strategies aligned with their risk profile and financial goals.
• Specialized Advisory Services

Demonstrated expertise in:

Credit Rating Optimization

Virtual CFO & Risk Management Services

Treasury Management Solutions

• Comprehensive Financial Knowledge
• Proficient in advising on:

✅ Succession Planning

✅ Corporate Governance & ESG Advisory

✅ Sustainability Reporting

✅ Business Valuation Services

✅ Wealth Management & Family Office Setup

✅ Private Fund Advisory

✅ Government Scheme Advisory

✅ Debt & IPO Advisory Services

• Market & Regulatory Awareness - Stay updated on industry trends, competitor insights, and changes in regulatory frameworks affecting capital and credit markets.
• Loan Advisory & Negotiation - Handle end-to-end sales and advisory for loans including MSME, SME, Business Loans (BL), Secured and Unsecured Loans.
• Negotiate loan terms ensuring full compliance with internal and regulatory policies.
• Exceptional Client Servicing - Provide superior customer service by addressing client queries, offering tailored solutions, and ensuring a seamless financial journey.
• Team Mentoring & Leadership - Guide and mentor junior team members, enhancing their skills and aligning performance with business goals.
• Banking Network Management - Leverage strong professional relationships with bankers and financial institutions for expedited and successful loan disbursements.

Contact: Ravi-6301197531

Job Types: Full-time, Permanent

Pay: ₹600,000.00 - ₹800,000.00 per year

Benefits:

• Health insurance
• Provident Fund

Work Location: In person

Speak with the employer
+91 6301197531