Job Description
Overview:
Provide clients with financial products that match their needs. Build relationships with clients and help them achieve their financial goals.
Principal Responsibilities:
Understand the client’s financial goals through regular meetings.
Offer financial products such as insurance, loans, and savings plans.
Check in with clients frequently to ensure satisfaction.
Keep updated on banking products and services.
Follow all legal and company rules while offering services.
Conditions:
Bachelor’s degree required.
Experience in customer service, sales, or banking preferred.
Familiar with financial products like loans and savings.
Ability to meet targets and work under pressure.
Strong communication skills.
For More Information:
Contact Priyansi P | HR Team
Phone/WhatsApp: +91 8160174117