Financial Market Solution Consultant - Private Market Research Team

Clients is seeking a Solution Consultant for its Private Market Research Team to help sell the custom advisory and solutions.

A person should have a deep understanding of the investment community and ecosystem.

The role requires strong problem-solving skills and business acumen. An ideal candidate will be able to optimize metrics such as customer engagement, derive business value, and formulate custom solutions. It is expected that the candidate will come up with fresh ideas and leverage opportunities that will enable potential customers to convert. As a candidate, you are expected to pitch your ideas effectively and create winning proposals.

Responsibilities -

- Engage extensively with clients from the Investment eco-space to understand gaps and help sell the custom advisory and solutions.

- Focus on understanding the Startup & emerging companies segment to identify the right early stage companies for investment

- Responsible for planning, managing, and reviewing the solution according to the requirements of the client

- Build custom solution based on understanding client business problems and identifying process gaps

- Responsible for creating proposal documents and counter RFPs with the right solutions fit for the investment ecosystems

- To progress sales opportunities with the sales team or account management team

- Participate in onsite meetings with customers and prospects to support the sales team

- Ensure quality documentation & information at every step of the sales process

- Perform the role of a trusted advisor during the sales process

- Prepare sales proposals and sales presentations.

Job Description

Skill Set required:

- 6+ years of experience as a financial market solutions consultant.

- Having a solid understanding of the investment community and ecosystem, as well as the workflow.

- Analytical and problem-solving skills

- Detail-oriented with an ability to ask the right question

- Experienced in Proposal creation.

- Excellent communication and presentation skills

- Time bound with an ability to manage key stakeholders

- Ability to understand business problems and context and map them to the service offerings, expertise and capabilities of the organisation.

- Self-starter capable of defining and refining strategies for effective results