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Jcl Infraa
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Financial Consultant

Financial Consultant

0 - 31 years

|

0 - 4 Lacs

Posted:1 day ago| Platform: Apna logo

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Skills Required

planning risk reports

Work Mode

Remote

Job Type

Part Time

Job Description

Identify customer needs and provide tailored financial solutions across deposits and investments products. Explain product features, benefits, and returns in a clear and customer-friendly manner. Develop and maintain long-term client relationships through regular follow-ups and reviews. Achieve assigned sales and revenue targets for banking and investment products. Conduct financial planning sessions with clients to understand goals and risk appetite. Keep up-to-date knowledge of financial products, market trends, and competitor offerings. Prepare reports on customer interactions, sales activities, and target achievements.

More Jobs at Jcl Infraa

Financial Consultant

work from home

Experience: Not specified

Salary: Not disclosed

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