Job Details

Business Analyst

exp0 - 2  Years Experience
exp336000  Annual CTC


Job Type : Permanent
Job Role : Sales Advisor
Functional Area : Sales
Number of Positions : 40
Job Description

On- Job Responsibilities:

Efficiently prospect new clients through effective communication and develop good customer relationship with high consumer satisfaction. Assessing client’s overall financial picture, understand their needs and develop a solid financial plan on the basis of financial Research. Provide Guidance to the clients towards a profitable and secure financial decision.

Job Brief:

We are looking for a Business Analyst who will act as an intermediary between our company and customers. The Candidates have to provide guidance to our clients’ for financial planning and make recommendations on how to best utilize their money. The candidate should be able to research marketplace on available products and services, identify customers’ needs, design financial strategies and close a sale.


·     Provide strategic advice across a variety of financial products and services.

·     Assess the client’s overall financial picture, understand their needs and develop a solid financial plan.

·     Guide clients towards a profitable and secure financial decision.

·     Cultivate client base and build healthy relationships.

·     Oversee the course of the financial plan and update it, if necessary, to ensure profits.

·     Maintain and develop a computerized customer and prospect database.

·     Plan and carry out direct marketing activities (principally direct phone calls) to prospects.

·     Develop ideas for direct sales call, maintain and develop existing and new customers through planned individual support.

·     Take care of the client renewals.

Desired Skills:

·     Hands on MS office and MS Excel.

·     Confident communication, interpersonal skills with excellent English.

·     Quick leaer and ability to multitask.

·     Knowledge of Inteational market preferred.

·     Experience in working on Customer Relationship Management systems (CRM).

·     Effective Team Player Desired Skills.

·     Proven working experience as a financial adviser, planner or relevant experience preferred.

·     Accuracy, attention to detail and the ability to explain complex information clearly and simply.

·     Excellent PC knowledge and ability to operate database systems.

Key Skills

International Trade Manager, Sales, outbound calling, Outbound Sales

Company Details
Contact Details
Contact Name : 777 Trades Research Services
Contact No : 9644481464
Website :
Email :

Similar Jobs