Finance Representative

0 years

0 Lacs

Posted:5 days ago| Platform: Linkedin logo

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Work Mode

On-site

Job Type

Full Time

Job Description

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.

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