Financial Services Representative

Job Description

Job Title: Financial Services Representative

Job Summary:
We are seeking a knowledgeable and customer-focused Financial Services Representative to assist clients with their financial needs. In this role, you will provide personalized advice and solutions, promote financial products and services, and support clients in achieving their financial goals.

Roles & Responsibilities:

• Open new accounts, process transactions, and manage account maintenance.
• Assist clients with loan applications and other financial documentation.
• Meet individual and team sales goals by promoting financial products and services.
• Stay updated on industry trends, regulations, and financial best practices.
• Handle client concerns and resolve issues in a timely, professional manner.

Qualifications:

• Bachelor’s degree in Finance, Business Administration, or related field.
• 0–2+ years of Sales , marketing And Business Devlopment.
• Strong knowledge of financial products and services.
• Excellent communication, interpersonal, and problem-solving skills.
• Must Be a Local Candidate.

For More Information : HR|Vikeeta Patel : +91 9512620896