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Financial Sales Representative

Financial Sales Representative

Self-employed

2 - 6 years

0 Lacs

vaishali bihar

Posted:1 month ago| Platform: Shine logo

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Skills Required

finance financial services communication customer service sales client engagement financial planning

Work Mode

On-site

Job Type

Full Time

Job Description

Role Overview: As a Financial Sales Representative located in Vaishali, you will be responsible for engaging clients, understanding their financial needs, and offering tailored financial services and solutions. Your daily tasks will include building and maintaining client relationships, providing exceptional customer service, achieving sales targets, and delivering financial advice effectively. It is essential for you to stay updated on financial products and industry trends to better serve clients. Key Responsibilities: - Engage clients and understand their financial needs - Offer tailored financial services and solutions - Build and maintain client relationships - Provide exceptional customer service - Achieve sales targets - Deliver financial advice effectively - Stay updated on financial products and industry trends Qualifications: - Strong understanding of Finance and Financial Services - Proficiency in Communication and Customer Service skills - Experience or aptitude in Sales and client engagement - Goal-oriented with effective time management abilities - Bachelor's degree in Finance, Business, Economics, or a related field (preferred) - Relevant certifications in financial planning or services are an advantage,

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Financial Sales Representative