Finance Representative

Company Description

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Role Description

This is a full-time on-site role for a Finance Representative located in all Punjab The Finance Representative will be responsible for day-to-day tasks including financial planning, managing investments, providing insurance knowledge, assisting with retirement planning, and general finance-related inquiries. Duties may include client consultations, preparing and analyzing financial statements, developing client-specific financial strategies, and ensuring compliance with banking regulations.

Qualifications

• Financial Planning and Retirement Planning skills
• Strong finance-related analytical and decision-making skills
• Excellent customer service and interpersonal communication skills
• Ability to work collaboratively on-site in all Punjab.
• Senior secondary pass out any stream
• Requiired Driver's licence (for field work)
• Ready to learn new skills according to DBN FINANCE CO.

Skills Required

retirement planning, Financial Planning