Client Financial Analyst Jobs

Company Profile: We are a one-stop financial services shop, widely known for quality of its advice, personalized service and cutting-edge technology. We started our journey in 2008. Currently we are serving more than 50,000 investors with a team of 100 members. Our core product offering is mutual fund, FD, Govt. Bonds, Debenture, etc. Role & Responsibilities: Engage with investors through calls and digital platforms to share updates on Mutual Funds, Fixed Deposits, Bonds, and Debentures. Offer personalized investment solutions aligned with clients short-, medium-, and long-term financial goals. Maintain strong client relationships to ensure satisfaction, retention, and loyalty while managing regular communication across multiple channels. Stay informed about market trends, financial products, and investment opportunities to deliver timely and relevant guidance. Drive business growth by tracking leads, following up on prospects, and acquiring new clients through referrals, networking, and community outreach.Qualification : Minimum Graduate from any stream.Experience : Freshers can apply.Remuneration : As per company normsWorking days : Monday to Saturday (first 6months)Post 6months alternate Saturday off.Contact: 8108518344

Budget Oversight: Prepare and manage budgets for client accounts, ensuring financial resources are allocated appropriately.Expense Tracking: Monitor and control expenses related to client accounts to ensure they stay within budget.Strategic Planning: Develop account plans and strategies to meet client goals and drive business growth.Goal Setting: Set clear objectives for client accounts and work with the team to achieve these goals.Financial Reporting: Prepare and present financial reports and account summaries to clients and senior management.Data Analysis: Analyze account data to identify trends, opportunities, and areas for improvement. Regulatory Compliance: Ensure that all account activities comply with relevant regulations and company policies.Documentation: Maintain accurate and up-to-date records of client interactions, transactions, and agreements.Internal Coordination: Work closely with other departments to ensure alignment and effective execution of client strategies.Coordination: Coordinate with internal teams (e.g., sales, marketing, finance) to ensure the delivery of products or services meets client expectations.Timeline Management: Ensure projects are completed on time and within scope, addressing any delays or issues promptly.Quality Assurance: Monitor the quality of deliverables to ensure they meet client standards and company requirements.Maintain Relationships: Develop and maintain strong relationships with clients to understand their needs and ensure satisfaction.Client Communication: Serve as the main point of contact for client inquiries, concerns, and requests, providing timely and effective responses.

Job Title: Channel Partner SpecialistAbout Altius Investech:Altius Investech is a leading wealth management firm specializing in unlisted and pre-IPO shares. We're seeking dynamic individuals to expand our network and drive growth.Key Responsibilities: Identify and onboard new channel partners Train and support partners in promoting Altius Investech's services Develop strategies to increase partner productivity and sales Analyze market trends and competitor activities Collaborate with internal teams to ensure smooth partner operations Achieve partner recruitment and revenue targets Represent Altius Investech at industry events and networking forumsQualifications: Bachelor's degree in Finance, Business, or related field 3+ years experience in channel sales or partner management (preferably in financial services) Strong understanding of unlisted shares and pre-IPO investments Excellent communication and networking skills Analytical mindset with ability to interpret data Self-motivated with a results-driven approachPerks and Benefits: Competitive base salary with lucrative performance-based commissions Health insurance coverage Professional development opportunities Flexible work arrangements Regular team building activities Opportunity for rapid career growthWorking Culture:At Altius Investech, we foster an entrepreneurial spirit. We value innovation, collaboration, and continuous learning. Our open-door policy encourages idea-sharing at all levels.Screener Questions:1. Describe your experience in managing channel partners or sales networks.2. How do you stay updated on trends in the unlisted shares market?3. What strategies would you employ to recruit and motivate channel partners?4. Share an example of how you've successfully grown a partner network in the past.5. How do you balance partner support with achieving sales t

Key Responsibilities: Identify dispute (Rate/Volume/Fraud/additional invoice). Look into related inquiries, investigate, analyse data, interaction with customer/supplier to ensure disputes are resolved in a timely manner. Liaise with appropriate departments commercial/technical/finance to resolve/validate data to support dispute resolution. Ensure accurate and appropriate responses to disputes internal and external. Follow the contract & escalation process as per agreements if required. Accurately record details of all disputes. Able to reconcile wholesale invoices and isolate system or CDR rating variances between billing / rating system (CSGi) and external sources. Provide stakeholders the accurate cost and revenue information for the business. Decision making: Ability to analyse information, think through difficult problems, and make critical decisions based on information from either internal (from finance/commercial/technical) or external (customer/supplier) for dispute and decide what is fair and reasonable given all the circumstances of the dispute. Confident judgement and accurately closed disputes i.e. in favour of the company, withdrawal or 50 50 solution. Provide accurate calculation for Finance Team for revenue supplementary invoice to customer.Approve credit notes to partners issued by Finance Team. Skills and Experience: Ability to communicate with all individuals in a professional and courteous manner both verbally and in writing in English. Telecom commercial experience, carrier account manager knowledge. Understanding of Surcharge. Ability to listen to customers and find solution to resolve conflict. Analytical & attention to detail. Proactive, self-motivated. Experience with Excel, Pivot Tables and Lookups essential.

About the roleWe are actively seeking dynamic individuals to join the inbound business team at Dezerv. In this capacity, you will engage with discerning inbound clients possessing a net worth of 50 lakhs and above. Your primary responsibilities will encompass facilitating a comprehensive understanding of Dezerv's Portfolio Management Service and Mutual Fund investment strategies, ultimately guiding clients in their investment.What you will work on: PMS SalesYou get pre-scheduled video meetings with potential clients where you will have to review clients portfolio holdings and give your expert suggestions on if their holdings is aligned with the market (portfolio size of 50L & above)Interact and convert these high-intent inbound clients into investing in our portfolio productsHave good knowledge of the overall markets and use those points in your conversations with clientsEvaluate customer requirements and asset distribution, actively initiate communication with the customer to confirm a thorough comprehension of their financial needs and future wealth management objectives.Help clients in their onboarding process by coordinating with multiple stakeholders like the operations team, product team and tech team. Guide clients thoroughly on their Tax liabilities when exiting or entering into fundsMaintain good relationships with your existing clients for investing more into different products which we offer

Hiring for 1 Stock Broker Job in Karimnagar,Client acquisition,Account Opening,Revenue Generation, with minimum 2 Years Experience,Required Educational Qualification is : Other Bachelor Degree with Good knowledge in Stock Broking,Mutual Funds, Client acquisition,Account Opening,Revenue Generation etc.

We are looking for a Client Relations Manager to create and nurture long-term relationships with customers. You will resolve any issues that arise to ensure customers are satisfied with our services.Responsibilities1. Build relationships with key employees among customers2. Create plans to address clients business needs3. Advise clients on creating profitable processes4. Schedule regular meetings with customers to ensure they are satisfied5. Act as point of contact for complaints and escalate issues as appropriate6. Help sales team up-sell or cross-sell services and products7. Ensure both the company and clients adhere to contract terms8. Study competition to find new ways to retain customers9. Set sales and revenue targets and work diligently to meet them10. Collaborate with internal teams (e.g. sales & Marketing, senior management) to address customers needsRequirements and skills1. Proven experience as a Client Relations Manager or Relationship Manager2. Background in customer service; industry knowledge is a plus3. Experience tracking relevant KPIs (e.g. customer satisfaction)4. Excellent communication and negotiation skills5. Problem-solving aptitude7. Ability to work well with a team

Analyzing financial data.Preparing accounting and other required reports and projections based on the analysis performed.Identifying financial performance trends and financial risk, and making recommendations.

Budget Oversight: Prepare and manage budgets for client accounts, ensuring financial resources are allocated appropriately.Expense Tracking: Monitor and control expenses related to client accounts to ensure they stay within budget.Strategic Planning: Develop account plans and strategies to meet client goals and drive business growth.Goal Setting: Set clear objectives for client accounts and work with the team to achieve these goals.Financial Reporting: Prepare and present financial reports and account summaries to clients and senior management.Data Analysis: Analyze account data to identify trends, opportunities, and areas for improvement. Regulatory Compliance: Ensure that all account activities comply with relevant regulations and company policies.Documentation: Maintain accurate and up-to-date records of client interactions, transactions, and agreements.Internal Coordination: Work closely with other departments to ensure alignment and effective execution of client strategies.Coordination: Coordinate with internal teams (e.g., sales, marketing, finance) to ensure the delivery of products or services meets client expectations.Timeline Management: Ensure projects are completed on time and within scope, addressing any delays or issues promptly.Quality Assurance: Monitor the quality of deliverables to ensure they meet client standards and company requirements.Maintain Relationships: Develop and maintain strong relationships with clients to understand their needs and ensure satisfaction.Client Communication: Serve as the main point of contact for client inquiries, concerns, and requests, providing timely and effective responses.