Financial Services Professional
7 days ago
About the Role:
Key Responsibilities:
- Develop and maintain strong relationships with clients to understand their financial goals and objectives.
- Provide expert advice on banking and financial services to clients, including investment products and planning.
- Work closely with clients to create comprehensive financial plans that meet their needs and goals.
- Identify and pursue opportunities to grow the business and increase revenue.
- Collaborate with internal teams to ensure seamless delivery of services to clients.
Requirements:
- Proven ability to build and maintain strong relationships with clients.
- Strong knowledge of banking and financial services products and planning.
- Excellent communication and interpersonal skills.
- Ability to work in a fast-paced environment and meet sales targets.
- Mutual Funds licence and working towards the CIFP Diploma.
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