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Financial Services Advisor

Financial Services Advisor

PetpoojaChennai, Republic Of India, IN
13 days ago
Job description

Roles and Responsibilities :

  • Build and maintain strong, long-term relationships with existing and prospective clients.
  • Identify client financial needs and provide tailored solutions, including business loans, current account, swipe machine & QR codes.
  • Act as the primary point of contact for clients regarding financial product inquiries.
  • Meet or exceed sales and revenue targets by upselling financial products and services.
  • Conduct regular client meetings to review financial status and update service needs.
  • Properly collect basic documents & stay updated during all processes.
  • Work closely with internal departments such as operations, support & compliance to ensure seamless service delivery.
  • Stay updated on banking regulations, market trends, and financial product developments.

Additional Qualification and Skills :

  • Bachelor’s degree in Finance, Business, Economics, or related field.
  • 1+ years of experience in banking, financial services, or relationship management.
  • Strong understanding of financial products, banking regulations, and compliance.
  • Excellent communication, negotiation, and interpersonal skills.
  • Proven track record of meeting sales goals and delivering exceptional customer service.

    • Email : aastha.wadhwa@petpooja.com

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    Financial Advisor • Chennai, Republic Of India, IN

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