careers in financial services

edventures1 | Professional Development Learning Solutions | www.edventures1.com

Care

ers

in F

inan

cial

Ser

vice

s

Jump Start Career Opportunities in Financial Services


Care

ers

in F

inan

cial

Ser

vice

s

Why I was invited to speak

• Financial Services is one of the fastest growing sectors today with some of the best career opportunities

• You are on the threshold of your career with many choices of jobs. I shall help you take better decisions so you can have a “jump start”


Care

ers

in F

inan

cial

Ser

vice

s

Things we will cover in the presentation

• Financial Services – An overview• Job Profiles • Skill Sets required• Bridging the gap – getting a good job


Care

ers

in F

inan

cial

Ser

vice

s

Financial Services

• The financial services incorporates

organisations that deal with the management of

money. It consists of an intricate network of

financial institutions and markets. The industry

plays a vital role in the functioning of the

economy, facilitating the flow of funds between

savers and investors.


Care

ers

in F

inan

cial

Ser

vice

s

Opportunities unlimited

• “The financial services industry is full of opportunities and varied areas to work in, such as

–Planning With Clients–Funds Management–Technical Analysis–Research–Brokerages–Consulting And More…


Care

ers

in F

inan

cial

Ser

vice

s

The Player: Old | New |Next Gen

•Retail Banks•Money lenders•Life Insurance Corporation of India• Industrial credit companies


Care

ers

in F

inan

cial

Ser

vice

s

The Player: Old | New |Next Gen•Derivatives dealers• Investment analysis•Mutual funds•Private Life insurers•Credit rating companies


Care

ers

in F

inan

cial

Ser

vice

s

The Player: Old | New |Next Gen–Micro financing–Rural banking–Financial Planners–Mergers and Acquisitions–Real Estate–Estate planning–Venture capital


Care

ers

in F

inan

cial

Ser

vice

s

How many do you have?

• Opportunities for Freshers–Three main areas of thrust–Sales and Distributions–Operations–Technical


Care

ers

in F

inan

cial

Ser

vice

s

Typical jobs out of college• Credit card companies• Insurance industry• Mutual fund industry• Banks: Rural banking gaining momentum• Loans and Assets• Services


Care

ers

in F

inan

cial

Ser

vice

s

A little different• Factoring companies• Securitisation• Forex Trading• Credit rating agencies• Research analyst• Risk and credit analyst


Care

ers

in F

inan

cial

Ser

vice

s

For the Entrepreneur

• Certified Financial Planner• Portfolio Management• Consulting


Care

ers

in F

inan

cial

Ser

vice

s

Skill sets• Problem solving skills• 360 degree outlook• Lateral thinking• Practical thinking• Numerical ability• Statistical ability• Observation and eye for detail


Care

ers

in F

inan

cial

Ser

vice

s

Skill sets Contd…• Extensive knowledge of markets–Money markets– Stock markets– Forex markets

• Knowledge of International Finance• Certifications• Communication skills


Care

ers

in F

inan

cial

Ser

vice

s

The bridge: How to get the skills?

• Reading• Part time jobs• Research• Attend seminars and conferences• Practice


Care

ers

in F

inan

cial

Ser

vice

s

Parting Lines…

“Get jobs that you

want not jobs that

want you”


Care

ers

in F

inan

cial

Ser

vice

s

• 9787 55 55 44

• [email protected]

• www.edventures1.com• www.finerva.com

Thank You!

careers in financial services

Economy & Finance