Job Description

Description

  • Provide personalized financial advice to clients based on their goals and financial situation.
  • Develop and maintain strong client relationships through effective communication and support.
  • Assist clients in choosing appropriate financial products such as investments, insurance, and retirement plans.

Requirements

  • Educational Qualifications: Bachelor's degree in Finance, Business, or a related field.
  • Experience Level: 02 years.
  • Skills and Competencies: Strong communication, sales, and presentation skills.
  • Qualities and Traits: Detail-oriented, proactive, and client-focused.
  • Responsibilities and Duties: Ability to approach clients and tap new markets.
  • Working Conditions: Fast-paced and dynamic work environment.

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