Client Financial Solutions Advisor

Job Description

Overview:
Develop and maintain connections with bank customers by providing them with individualized financial solutions and assisting them in reaching their financial objectives.

Principal Responsibilities:
Consult with clients to ascertain their financial requirements.
Promote a variety of financial goods, such as insurance, savings programs, and loans.
Follow up with customers on a regular basis to make sure they are satisfied and find new business prospects.
Keep abreast on market developments and current financial goods.
Ensure adherence to internal policies and banking regulations.

Conditions:
A bachelor’s degree in any field is required.
While not required, prior experience in banking, sales, or customer service is preferred.
acquaintance with financial products including loans, savings accounts, and investments.
the ability to meet sales targets and function well under pressure.
excellent organizing

For More Information:
Contact Priyansi P | HR Team
Phone/WhatsApp: +91 8160174117