Posted:-1 days ago|
Platform:
Work from Office
Full Time
1.) Do 5-6 client meetings each working day (approximately 100 - 125 meetings a month.
2.) Thorough Knowledge and client facing communication skills needed of the following -
a) NBFC Balance Sheet and its constituents so as to transmit conviction of credit worthiness.
b) Full understanding of the Financial Data Document and the fitment of NSP in helping achieve clients return objective. c) NSP attributes and their impact of pricing on the product d) NSP construct and the mathematics resulting in the payoff.
e) Thorough understanding of Performance of Structures issued.
3.) Homework and client understanding needed for the meetings
a) GAP sheet of the client to be well understood and in turn preparing 01-02 to fill the GAPs.
b) Past Experience of the client in AR SPs w.r.t. number of products bought/ number of products matured/ IRR. This should help pre-empt apprehension if any.
1. Basic Knowledge and understanding of Derivatives
2. Basic understanding of broader financial markets across asset classes and basic Knowledge of Financial Products
3. Basic skills to read Financial Statements
4. Intermediate skills of MS Excel and PowerPoint
1. Diligent with attention to detail 2. Sales & Marketing Skills 3. Good Communication and Interpersonal Skills 4. Go-Getter Attitude 5. Team player
Anand Rathi Wealth
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