Company Description We suggest you enter details here. 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.
You will be working as a Finance Representative in all Punjab, responsible for various finance-related tasks such as financial planning, managing investments, providing insurance knowledge, assisting with retirement planning, and addressing general finance inquiries. Your duties will involve client consultations, financial statement preparation and analysis, crafting client-specific financial strategies, and ensuring compliance with banking regulations. Key Responsibilities: - Conduct financial planning and retirement planning activities - Utilize strong analytical and decision-making skills in finance-related tasks - Deliver excellent customer service and maintain effective interpersonal communication - Collaborate effectively on-site in all Punjab - Possess a Senior secondary pass in any stream - Hold a valid driver's license for field work - Demonstrate willingness to learn new skills as per DBN FINANCE CO. Please note that the company may require you to learn new skills according to their specific requirements.,