Financial Service Consultant

☞ SForce Services

看过: 103

更新日: 23-04-2024

位置: Mathura Uttar Pradesh

类别: 金融/银行/股票 营业额

行业: Human Resources Services

水平: Associate

工作类型: Full-time

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工作内容

We are hiring forFinancial service consultant ,its essential to find someone who has the financial and client services skills necessary to give your clients the advice and support they need to reach their financial goals.

Financial Service Consultant Job Responsibilities
  • Helps clients create financial plans to achieve their goals.
  • Answers financial questions and addresses concerns.
  • Responds to client calls and emails promptly.
  • Builds long-term client relationships.
  • Brings in new clients and manages a book of business.
  • Analyzes market and economic trends.
  • Stays up to date on relevant government policies.
  • Maintains client confidentiality.
  • Collaborates with other financial planners.
Financial Service Consultant Qualifications And Skills
  • Develops strong client relationships and has excellent client services skills.
  • Communicates financial information clearly and has strong written and verbal communication skills.
  • Manages multiple client accounts simultaneously and has good time-management skills.
  • Works well independently and with colleagues.
This job is provided by Shine.com
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最后期限: 07-06-2024

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