Analyst – Financial Advisory – Financial Services

Dotflick Solutions; Ernakulam, Thiruvananthapuram, Bhopal; On-site; INR 500,000 - 1,000,000; Full time

Job summary

A financial advisory firm in Kerala is seeking an experienced Analyst-Financial advisory to deliver high-quality services on FX markets. The role requires strong analytical abilities, client acquisition, and relationship management. Candidates must have a minimum of 2 years of experience and expertise in currency markets. The position entails developing actionable hedging strategies for clients based on their unique needs and risk profiles.

Qualifications

• Minimum 2+ years of experience.
• Practical domain expertise in currency markets.
• Thorough knowledge of fundamental and technical analysis.
• Good knowledge of Microsoft Excel.
• Strong communication (written/oral) and relationship skills.

Responsibilities

• Deliver high-quality advisory services on FX markets.
• Track currency markets and develop currency strategies.
• Acquire and service clients based on their risk appetite.
• End-to-end responsibility for client relationships.

Skills

Currency Markets expertise

Technical Analysis

Fundamental Analysis

Microsoft Excel

Strong Communication Skills

Relationship Management

Job description

Role: Analyst-Financial advisory

– Deliver high quality advisory services on FX markets to clients, protecting them against FX risk. Sale of Risk advisory services as per various schemes of Financial.

– Cross selling of other services offered by Financial Services for eg. Policy, Valuations etc.

– This will require you to employ sound Technical and Fundamental Analysis

– These currency strategies will then need to be translated to actionable hedging/trading strategies for clients based on their risk appetite and existing currency positions

– You will have to acquire Clients and service them, whom you need to call per agreed charter (daily, fortnightly, monthly etc.) and be their extended market risk support partner.

– End-To-End responsibility for these clients will be expected spanning invoicing, fee upgrades, relationship management, renewal of the account, enhancing the existing relationship, delivery as expressed above

– Proper back up of all clients allotted to you in the absence of the primary/secondary dealer.

Principal Duties and Responsibilities:

– You will be responsible for tracking currency markets (including allied markets and events) and develop currency strategies. i.e. currency views for intra-day, 1m, 3m, 6m to a year in USDINR and all other majors.

– This will require you to employ sound Technical and Fundamental Analysis

– These currency strategies will then need to be translated to actionable hedging/trading strategies for clients based on their risk appetite and existing currency positions

– You will have to acquire Clients and service them, whom you need to call per agreed charter (daily, fortnightly, monthly etc.) and be their extended market risk support partner.

– End-To-End responsibility for these clients will be expected spanning invoicing, fee upgrades, relationship management, renewal of the account, enhancing the existing relationship, delivery as expressed above

– Proper back up of all clients allotted to you in the absence of the primary/secondary dealer.

Skills and Qualifications Required:

– Minimum 2+ years of experience

– Practical Domain expertise in Currency Markets.

– An innate ability to appreciate and understand business workings. For e.g. Product Margins of clients, sales cycles, working capital constraints, MIS, etc. This is important as all clients servicing will be situated within the crucible of their business.

– Proper and thorough knowledge of the fundamental and technical analysis.

– Good knowledge of Microsoft Excel

– Strong Communication (written/oral) and Relationship Skills

– Have a sense of urgency to client support needs

– Thorough knowledge of the various schemes that Mecklai offers