FinBridge Consulting Services

Ability to handle client inquiries and provide basic financial guidance. Maintains professionalism in face-to-face and phone interactions. Builds and retains client trust through active listening and responsiveness. Handles customer documentation accurately (KYC, application forms). Maintains compliance with internal and regulatory documentation standards. Organizes and files paperwork or digital records effectively. Prioritizes tasks like customer meetings, document follow-up, reporting. Manages deadlines and daily schedules effectively. Keeps track of appointments and follow-up actions. Open to training sessions and skill upgrades. Keeps up with new financial products or services. Willing to take on new responsibilities with supervision.