Liquiloans - Senior Manager - Financial Sales (2-6 yrs)
Liquiloans NBFC - Senior Manager - Financial Sales
Client Acquisition : Acquire HNIs / Distribution Partners & Manage to Grow AUM.
Customized Analysis : For large clients/ distribution partners, preparing simulations and analysis across model portfolios, performance simulations, and calculations. Understanding requirements of different segments of clients and impact of taxation.
Reporting Structure : For UNHI clients / Distribution Partners, setting up of reporting structures and formats, review process, Deployment and monitoring the portfolio. Working together with different teams such as sales, products, operations etc. to create customized solutions.
Research and Templates : Creation of templates/ standardized materials such as advanced excels data analytics which could help in portfolio pitches/analysis.
Job Requirements :
- Post Graduate (MBA / MS / MSc from reputed B-School).
- Professional Certification CA/CFA/CFP are added advantage.
- Candidates with 3-10 years of experience.
- Good understanding of Global / Indian Financial markets.
- Knowledge in investment products across Fixed Income, Equity, Real Estate, Alternative Asset Class.
- Strong Analytical skills.
- Strong Mathematical skills.
- Experience in using Advanced Excel with Financial modeling experience will be preferred.
- Excellent communication skills (verbal and written).
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