SHIVIJ FINANCIAL CONSULTANTS PRIVATE LIMITED is a financial services company providing specialized financial solutions. Based in Delhi, India, the company addresses the diverse needs of its clients through tailored financial consulting. Our commitment is to deliver reliable and efficient financial services to foster client success.

Role Description

This is a full-time on-site role for a Field Officer located in Badaun. The Field Officer will be responsible for managing client accounts, conducting field visits, assessing financial needs, providing expert advice, and reporting to management on field operations. The role involves daily interactions with clients, ensuring their financial needs are met and offering guidance on various financial products and services.

Qualifications

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Experience in managing client accounts and conducting field visits
Ability to assess financial needs and provide expert advice
Proficiency in financial product knowledge and client servicing
Strong communication and interpersonal skills
Bachelor's degree in Finance, Business Administration, or related field
Ability to work independently and manage time effectively
Experience in the financial services industry is a plus
Strong analytical and problem-solving skills

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SHIVIJ FINANCIAL CONSULTANTS PRIVATE LIMITED

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