Investment consultant, to put it bluntly, is the business of absorbing funds, just like the bank wealth management department. But after all, it is not a bank, and its customers are mainly old people and old ladies. I suggest that you lend money, not absorb it. There are too many unreliable companies, and you will have a headache if the boss runs away with money or has problems with the company's operation
Responsibilities of financial adviser
Financing consultants need to regularly complete quantitative work requirements under the leadership and supervision of superiors, and can independently handle and solve the tasks they are responsible for. The following are the job responsibilities of the financing consultant I have compiled.
Financial Consultant 1 Job Responsibilities
Responsibilities:
1. According to the customer resources provided by the company, sell products by telephone and achieve various sales targets;
2. Understand customer needs through telephone communication, seek sales opportunities and complete sales performance;
3. Develop new customers, expand the business of old customers, and establish and maintain customer files;
4. Coordinate the company's internal resources to improve customer satisfaction;
5. Feedback customers' opinions and information, and put forward reasonable suggestions.
Qualifications:
1, articulate, fluent in Mandarin and infectious in pronunciation;
2. Have a high enthusiasm for sales;
3. Have strong learning ability and excellent communication skills;
4. Tough personality, quick thinking, good adaptability and pressure resistance;
5. Have keen market insight, strong enterprising spirit, sense of responsibility and positive working attitude.
Responsibilities of Financial Adviser II
accountability
1, sales staff position, under the leadership and supervision of the superior, regularly complete the quantitative work requirements, and can independently handle and solve the assigned tasks;
2. Manage customer relationships and complete sales tasks;
3. Understand and explore customers' needs and desires, and introduce the advantages and characteristics of their products;
4. Provide professional consultation for customers;
5. Collect information of potential customers;
qualified
1, college degree or above, major in marketing and other related fields;
More than 2.2 years working experience in sales industry, outstanding performance is preferred;
3. Outgoing personality, quick response, strong expression, strong communication skills and affinity;
4. Have certain market analysis and judgment ability and good customer service awareness;
5. Have a sense of responsibility and be able to work under great pressure.
Responsibilities of Financial Advisor 3
Responsibilities:
1. Carry out group investment and financing business, analyze and formulate group financing plans and schemes;
2. Expand and maintain investment channels such as PE and VC, and maintain cooperative relations;
3. Coordinate the smooth development of financing projects and realize financing plans and objectives;
4. Assess and control financing risks.
Qualifications:
Bachelor degree or above in finance, finance, economics, law and other related majors, with high market sensitivity;
2. More than three years of investment and financing experience in investment banks and FA/VC/PE, rich in institutional resources and able to write business plans;
3. Have financial, securities or legal qualifications, be familiar with investment and financing business processes and professional skills, have 50 million successful projects, and be familiar with the cultural media industry is preferred;
4. Excellent relationship development and negotiation skills, enterprising.
Responsibilities of Financial Advisor 4
Responsibilities:
1. Use the company platform to expand business.
2. Assist customers to solve financing problems, provide loan consulting services, and be responsible for maintaining customer relationships.
3. Explore potential customers and promote the company brand.
4. Sell the company's products and develop the customer market to achieve the company's business goals.
qualified
1. Age requirement: 23 ~ 30 years old, fluent in Mandarin and clear in logical thinking.
2. Bachelor degree or above (excellent college degree can also be considered)
3. Have good learning and communication skills.
4. Have a strong sense of team honor and responsibility.
5. Sales experience is preferred.
Responsibilities of Financial Advisor 5
Responsibilities:
1. Develop enterprises, companies and individuals that need financing by telephone, WeChat and face-to-face sales according to the quality resources provided by the company;
2. Make detailed financing loan plans and schemes for customers who need financing loans;
3. Ensure that the customer has good credit standing and complete information, and finally finalize the loan plan with the customer;
4. Evaluate customer assets, assist and provide customers with real loan purposes;
5. Check the authenticity of the loan documents provided by customers, and prepare for all the details before and after the loan;
Post requirements
1, education: college degree or above, excellent conditions, can be relaxed appropriately;
2. Cheerful personality, initiative, strong discipline and good professionalism;
3. Have customer service awareness, good communication skills, adaptability and negotiation skills;
4. Strong communication and negotiation skills and language expression skills, willing to accept challenges;
What does a car mortgage installment consultant do?
That is to say, the mortgage finance specialist who assists customers in handling car loans can do anything without knowing anything about cars. Mainly responsible for customer mortgage information filling, data collection, data uploading, and signing mortgage contract after mortgage is passed. Bottom line: it is a bridge between customers and financial companies.
What are the main responsibilities of a financing consultant?
Responsibilities of the financing consultant:
(1) Set up a special financing team to be responsible for the whole financing process; (2) Carefully choose the right investors; (3) communicate with investors such as banks; (4) Organize investors to inspect the credit standing of Party A; (5) Assist Party A to negotiate with the bank; (6) Assist Party A in arranging the signing of the contract; (7) Support funds are in place.
Financing refers to the monetary transaction means to pay the purchase price exceeding cash, or the monetary means to raise funds for the acquisition of assets. Financing usually refers to the activities of direct or indirect financing between the holders and demanders of monetary funds. Financing in a broad sense refers to an economic behavior in which funds flow between holders to make up for the shortage. This is a two-way interactive process of funds, including the integration of funds (source of funds) and the withdrawal of funds (use of funds). Narrow financing only refers to financial integration.
financing consultant
Give advice on how to help people who need monetary funds to acquire assets and raise funds.
Why do enterprises need financing consultants?
1) Do you need a financing consultant?
Many enterprises think that financing is a very simple matter. The key is whether enterprises and investors can meet each other. As long as they have a secret crush on each other, there is no problem. There is no need for a financing consultant at all, or the role of a financing consultant is limited and it is not worth spending that money. In fact, financing is a systematic project. Having a financing consultant will save you a lot of worry. They will be more targeted than the enterprise itself. A good financing consultant will help you check many key points, communicate with investors more smoothly, and the possibility of success will naturally be higher. So it is very important to find a suitable financing consultant. In fact, many successful enterprises have their own financing consultants (also called financial consultants), and they often realize the importance of financing consultants after their own financing difficulties.
2) What kind of financing consultant do you need?
In fact, the financing consultant can be regarded as a close partner of the company, because in the process of financing, the financing consultant needs to have a very comprehensive understanding of the company, and the financing consultant needs to know the company quite well, to some extent better than the investors, so it is undoubtedly worthwhile to find a suitable partner. Simply put, it can be said that it is a process of "removing the false and retaining the true, removing the rough and selecting the fine".
First of all, the company must know what kind of value-added services it needs-see what stage it is in, what is the purpose of financing, what resources it has and what it lacks, so as to find a targeted partner. Second, if the company is really unfamiliar with this industry, it might as well talk to consultants more to see what they think of this industry and what they can do for the company, which will be more thoughtful. At the same time, if you have friends and consulting organizations around you, it would be great to listen to their suggestions. In particular, the process of financing is actually the process of making friends, which is the same for investors and consulting institutions, so it is particularly important to get along with each other in personality, otherwise cooperation will always be stumbling and will be particularly uncomfortable.
3) What does the financing consultant do for you?
Financing consultants need to spend money (although many collect money only after financing is successful, it is also money), so you must know what you can help the company.
Generally speaking, financing consultants can at least help companies:
1) sort out the documents/materials needed for financing (but historical financial data are basically sorted out internally by the company, or external accountants are hired, etc. );
2) Discuss the development strategy and value of the company. A good financing consultant, like an investment institution, has seen many enterprises in many industries, and can look at the company from a more macro perspective and help plan the future. Company valuation is a bargaining process, and consultants can only assist and cannot decide unless the company has a clear scope.
3) Recommend suitable investment institutions. Different investment institutions invest in different stages and industries and have different styles. With the help of the consulting organization, the company doesn't have to rush to the hospital.
4) Communication with investment institutions: investment institutions may not be willing to directly tell the company all their concerns, but if there is a financing consultant in the middle, the effect may be different.
5) Check some key cooperation terms: Although the legal provisions are lawyers' business, some lawyers may not understand the business.
6) Finding a solution to the problem is actually very important. Every company will encounter different problems when financing. If a problem is not solved well, you may not be able to go on. Moreover, some problems are key and some problems are not, so the consultant's execution ability is particularly important. When encountering problems, he can propose solutions, or negotiate solutions with all parties to push things forward.
The above aspects are just some common points, and different consulting institutions will actually have different advantages. Some consulting organizations have many people and projects, which seem to be very busy, but they don't spend much time and energy on each project; Some institutions have rich investor resources, but it is difficult to go deep into them only by recommending contacts; Some institutions have fewer people and look no better than Ma Zhuang, but each case is done very solidly; Some institutions are stronger than technical projects, and some are stronger than the integration of traditional industries; Some institutions are stronger than the previous period, while others are stronger than the later period. Therefore, enterprises should first look at what they need, and then find a matching consulting agency.
Moreover, looking for a financing consultant does not mean that the company can just walk away. You know, investors will eventually give money to the company. Of course, the future of the company ultimately depends on the company's team. The founder of the company can't be the shopkeeper who cuts and cuts. The key issue is that the company's own team should speak out and make decisions. In addition, although financial consultants are also called financial consultants, not all financial matters can be handled by financial consultants. Different financial consultants still have a division of labor, such as internal accounting and external auditing, and generally need to find another service organization.
Duties and obligations of legal counsel
I. Handling daily legal affairs
1. Provide legal advice on legal issues related to the business of the consulting unit.
2. Review the legal documents drafted by the consulting unit and help the consulting unit to formulate and modify internal rules and regulations.
3, for consulting units to draft and modify the economic contract, to provide reference.
4. Draft and modify labor contracts for consulting units and help adjust labor relations.
5. Analyze the legal feasibility of the decision-making matters in the production and operation management of the consulting unit and provide the feasibility report.
6 to provide legal advice for the protection of trademark rights, patents, copyrights, trade secrets and exclusive management rights of consulting units, and to assist consulting units in formulating confidentiality systems and confidentiality agreements.
7. According to the needs of consulting units, attend major meetings and provide legal advice on the spot.
8. According to the needs of the consulting unit, issue a lawyer's letter in the name of legal adviser.
9, according to the needs of consulting units, legal training for employees.
10. According to the needs of the consulting unit, intervene in various investment activities of the company in advance and provide relevant legal services.
1 1. According to the financial information provided by the consulting unit, analyze the company's creditor's rights and put forward the corresponding disposal scheme for non-performing assets.
12. Participate in the negotiation of major economic projects of consulting units and provide legal advice.
Second, non-litigation legal affairs.
1. Conduct relevant enterprise credit investigation on the consulting unit and issue the investigation report.
2, for the legal behavior and legal facts of the consulting unit to issue a lawyer's witness or legal evaluation.
3. To provide legal services for enterprise establishment, equity transfer, capital increase and capital decrease, tendering and bidding, merger and separation, liquidation and cancellation, asset reorganization and restructuring and listing of consulting units.
4. As a consultant for all kinds of notarization.
5. Acting as an agent for consulting units to apply for trademarks, patents and copyrights, and to register, register, transfer and put on record.
6. Acting as an agent for consulting units to handle legal affairs related to financing matters such as credit, mortgage, commercial loans, project financing and financial leasing.
7. Acting as an agent for the consulting unit to handle the relevant procedures involved in real estate development, land acquisition compensation, assignment and transfer of land use rights and other real estate businesses. 1. Second-hand building sale, building mortgage, lease mortgage, property right registration and transfer.
8. Acting as an agent for import and export trade, insurance trust, maritime affairs, overseas investment, international transportation, technology transfer and other legal affairs.
9. Handle other non-litigation legal affairs entrusted by the consulting unit.
Three. Litigation legal affairs
1. Acting as an agent for civil and economic mediation and reconciliation.
2. Acting as an agent of the consulting unit in civil, criminal, economic and administrative cases.
3. Acting as an agent to arbitrate economic, labor and foreign-related cases.
This concludes the introduction of the responsibilities of the loan consultant and the responsibilities and tasks of the loan consultant. I wonder if you have found the information you need?