Field Officer

SHIVIJ FINANCIAL CONSULTANTS PRIVATE LIMITED

2 - 6 years

0 Lacs

budaun uttar pradesh

Posted:20 hours ago| Platform: Shine logo

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Skills Required

client servicing strong communication skills interpersonal skills analytical skills managing client accounts conducting field visits assessing financial needs providing expert advice financial product knowledge problemsolving skills

Work Mode

On-site

Job Type

Full Time

Job Description

You will be working as a Field Officer located in Badaun for SHIVIJ FINANCIAL CONSULTANTS PRIVATE LIMITED, a financial services company based in Delhi, India. Your role will involve managing client accounts, conducting field visits, assessing financial needs, providing expert advice, and reporting to management on field operations. Daily interactions with clients to ensure their financial needs are met and offering guidance on various financial products and services will be a key part of your responsibilities. Key Responsibilities: - Manage client accounts and conduct field visits - Assess financial needs and provide expert advice - Interact with clients daily to ensure their financial needs are met - Offer guidance on various financial products and services - Report to management on field operations Qualifications: - 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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Field Officer