Job Description

Role & responsibilities Understand client needs and provide tailored financial solutions. Achieve sales and business development targets by promoting financial products and services. Act as the primary point of contact for clients and address their queries or concerns promptly. Collaborate with internal teams to ensure seamless execution of client requests. o Identify opportunities for cross-selling and up-selling financial products. Keep up-to-date with industry trends, market activities, and competitors. Requirements: Experience: Minimum 1 year in the finance or related industry. Skills: 1) Strong communication and interpersonal skills. 2) Ability to build rapport and maintain long-term client relationships. 3) Analytical mindset to understand financial needs and propose suitable solutions. Availability: Immediate joiners preferred.