Financial Services Consultant

Job Description

Overview:
Guide customers through their financial decisions by recommending services and products that suit their needs. Build trust and ensure long-term relationships with clients.

Principal Responsibilities:
Talk to clients to understand their financial situation and goals.
Promote financial services like savings, loans, and insurance.
Check in with clients regularly to provide ongoing support.
Keep informed about financial markets and product updates.
Adhere to all regulations and internal rules.

Conditions:

A bachelor’s degree is a must.
Previous experience in sales, customer service, or banking is a plus.
Knowledge of financial products like loans and investments.
Ability to handle pressure and reach targets.
Excellent organizational skills.9oi9

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