Finance Consultant

About the job

Company Description

Dia-Leo is dedicated to driving business growth through lead generation, appointment setting, telemarketing, and email marketing services. Our data-driven strategies focus on nurturing high-quality leads and optimizing sales pipelines for exceptional results.

Role Description

This is a full-time on-site role for a Finance Consultant at Dia-Leo in Kathmandu. The role involves financial planning, consulting, and utilizing analytical skills to drive business success in the realm of lead generation, appointment setting, and telemarketing.

Responsibilities

• Providing financial advice to Australian businesses based on their circumstances, appetite for risk and desired level of future investment growth
• Analytical Skills & Consulting expertise
• Financial Planning skills
• Analyzing client information and future financial projections to ascertain the best investment solutions and strategies for clients
• Maintaining good relationships with clients and adapting their advice and strategies to meet unexpected changes in financial circumstances
• Producing financial reports and communicating to clients what the figures mean
• Meeting all regulatory requirements
• Excellent interpersonal skills with an emphasis on actively listening to and understanding clients’ needs
• Strong communication and interpersonal skills

Qualifications

• Bachelor's degree in Finance/Business
• At least one year of experience in similar role or in a call center
• Excellent English communication skills, both written and verbal
• Meticulous attention to detail
• Ability to work under pressure 
• Results/Solution focused
• Must have a working laptop

The benefits of joining us!

• Attractive salary
• Exclusive leaves and bonuses
• Customer referral bonus
• Work Hours: 6:00 am to 2:00 pm, non-negotiable. (including 1-hour lunch break)