CA Freshers, 0-1 yrs PQE, as Junior Associate at Financial Service Major, Mumbai

  • 0 - 1 Years
  • Not Mentioned
  • mumbai
  • permanent
  • Chartered Accountant
  • Financial_Services
  • CA Freshers (2 attempt) preffered

    Location: Mumbai

    Department: Forex & Rates

    Business: Forex Desk (Currency)

    Position Reporting to: Zonal SOlutions Head

    Job Purpose

     Leads generation, database management & setting-up of meetings with Mid-sized and Large Corporate having forex exposures

     Attending meetings & pitching/briefing on FX Product Offerings from Edelweiss

     Client Acquisition & Relationship Management

     Generating marketing ideas with the help of seniors and colleagues

     Tie-ups with Referrals and Trade Associations

     Coordination with KYC Consulting Team, for Legal Docs

    Looking for candidates interested to build career in forex market, having good communication skills and interested in sales. Basic understanding of forex terminologies and options.


    Functional Responsibilities

    Lead Generation, Attending Meetings & Client Acquisition

    Assisting clients with initial on boarding process

    Generating client specific ideas with the help of seniors and colleagues

    Tie up with Trade Associations and conducting events/seminars jointly

    Tie up Referrals (CA, Brokers etc.) for client references

    Increasing the clients wallet share for Edelweiss


    Knowledge of Financial Markets (Currency Market, Forwards, Futures and Options Strategies)

    Knowledge computer, Office applications, with good communication skills

    Knowledge of the Market Targeted (Geography, Demography)

    Convincing & Negotiation skills (Negotiating with clients on advisory fees, Brokerage). Engaging with clients on pricing


Employer Profile :

  • Financial Service Major, mumbai