234 Rural Banking Jobs - Page 4

We are looking for a highly motivated and results-driven individual with 3 to 8 years of experience to join our team as a Customer Service Representative in the Sales - Financial Inclusion - Housing - EM - Sales department, located at Mandi Road - J Grades. Roles and Responsibility Achieve business targets by acquiring new client relationships and maintaining existing ones. Identify target areas for prospective business and pre-screen customer segments according to organizational norms. Ensure high customer satisfaction levels by proactively understanding customer needs and cross-selling multiple products. Execute sales promotion activities to build customer interest in the TCFSL brand. Build strong client relationships both internally and externally, and establish a strong brand identification with potential customers. Ensure vendor empanelment and develop relationships with new vendors. Develop strong distribution channels and ensure compliance with all Audit/RBI regulations. Job Graduate in any discipline. Minimum 3 years of experience in sales or financial services. Possess strong communication and interpersonal skills. Demonstrate the ability to work in a fast-paced environment and meet sales targets. Exhibit excellent problem-solving and analytical skills.

We are looking for a highly motivated and results-driven individual with 2 to 7 years of experience to join our team as a Customer Service Representative in the Sales - Financial Inclusion - Housing - EM - Sales department at Arihant Plaza, CRE, Gadag. The ideal candidate will have a strong background in sales and customer service, with excellent communication and interpersonal skills. Roles and Responsibility Achieve business targets by acquiring new client relationships and maintaining existing ones. Identify target areas for prospective business and pre-screen customer segments according to organizational norms. Ensure high customer satisfaction levels by proactively understanding customer needs and cross-selling multiple products. Execute sales promotion activities to build customer interest in the TCFSL brand. Build strong client relationships both internally and externally, and develop a strong brand identification with potential customers. Ensure vendor empanelment and develop relationships with new vendors. Job Graduate in any discipline. Minimum 2 years of experience in sales or customer service. Possess strong knowledge of banking and financial services. Demonstrate excellent communication, interpersonal, and problem-solving skills. Ability to work in a fast-paced environment and meet sales targets is essential. Strong analytical and negotiation skills are required.

We are looking for a highly motivated and results-driven individual with 6 to 11 years of experience to join our team as a Customer Service Representative in the Sales - Financial Inclusion - Housing - EM - Sales department, located in Amalapuram, Konkapalli, and J Grades. Roles and Responsibility Achieve business targets by acquiring new client relationships and maintaining existing ones. Identify target areas for prospective business and pre-screen customer segments according to organizational norms. Ensure high customer satisfaction levels by proactively understanding their needs and cross-selling multiple products. Execute sales promotion activities to build customer interest in the TCFSL brand. Build strong client relationships both internally and externally, and foster a strong brand identification with potential customers. Ensure vendor empanelment and develop relationships with new vendors. Develop strong distribution channels and ensure compliance with all Audit/RBI regulations. Job Graduate in any discipline. Minimum 6 years of experience in sales or financial services. Possess strong communication and interpersonal skills. Demonstrate the ability to work in a fast-paced environment and meet sales targets. Exhibit excellent problem-solving and analytical skills.

We are looking for a highly motivated and results-driven individual with 2 to 7 years of experience to join our team as a Customer Service Representative in Nagaur. The ideal candidate will have a strong background in sales, financial inclusion, and housing. Roles and Responsibility Achieve business targets by acquiring new client relationships and maintaining existing ones. Identify target areas for prospective business and pre-screen customer segments according to organizational norms. Ensure high customer satisfaction levels by proactively understanding their needs and cross-selling multiple products. Execute sales promotion activities to build customer interest in the TCFSL brand. Build strong client relationships both internally and externally, and foster a strong brand identification with potential customers. Ensure vendor empanelment and develop relationships with new vendors. Develop strong distribution channels and ensure compliance with all Audit/RBI regulations. Job Graduate in any discipline. Minimum 2 years of experience in sales, financial inclusion, or housing. Possess strong skills in customer service, sales, financial inclusion, housing, and relationship building. Ability to work in a fast-paced environment and meet sales targets. Demonstrate excellent communication and interpersonal skills. Ability to identify and capitalize on new business opportunities. Strong analytical and problem-solving skills.

We are looking for a highly motivated and results-driven individual to join our team as a Customer Service Representative in Nagercoil. The ideal candidate will have 1 to 6 years of experience, a graduate degree in any discipline, and excellent communication skills. Roles and Responsibility Achieve business targets by acquiring new client relationships and maintaining existing ones. Identify target areas for prospective business and pre-screen customer segments according to organizational norms. Ensure high customer satisfaction levels by proactively understanding their needs and cross-selling multiple products. Execute sales promotion activities to build customer interest in the TCFSL brand. Build strong client relationships both internally and externally, and foster a strong brand identification with potential customers. Ensure vendor empanelment and develop relationships with new vendors. Develop strong distribution channels and ensure compliance with all Audit/RBI regulations. Job Graduate in any discipline. Minimum 1 year of experience in customer service or sales. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Strong knowledge of financial services and banking operations. Experience in building strong client relationships and identifying new business opportunities.

We are looking for a highly motivated and results-driven individual with 1 to 6 years of experience to join our team as a Customer Service Representative in the Sales - Financial Inclusion - Housing - EM - Sales department located at Gobichettipalayam, Kayalvizhi Complex, J Grades. Roles and Responsibility Achieve business targets by acquiring new client relationships and maintaining existing ones. Identify target areas for prospective business and pre-screen customer segments according to organizational norms. Ensure high customer satisfaction levels by proactively understanding their needs and cross-selling multiple products. Execute sales promotion activities to build customer interest in the TCFSL brand. Build strong client relationships both internally and externally, and establish a strong brand identification with potential customers. Ensure vendor empanelment and develop relationships with new vendors. Develop strong distribution channels and ensure compliance with all Audit/RBI regulations. Job Graduate in any discipline. Minimum 1 year of experience in sales or financial services. Possess strong communication and interpersonal skills. Demonstrate the ability to work in a fast-paced environment and meet sales targets. Exhibit excellent problem-solving and analytical skills.

We are looking for a highly motivated and results-driven individual with 1 to 6 years of experience to join our team as a Customer Service Representative in Jhunjhunu. The ideal candidate will have a strong background in sales, financial inclusion, and housing. Roles and Responsibility Achieve business targets by acquiring new client relationships and maintaining existing ones. Identify target areas for prospective business and pre-screen customer segments according to organizational norms. Ensure high customer satisfaction levels by proactively understanding their needs and cross-selling multiple products. Execute sales promotion activities to build customer interest in the TCFSL brand. Build strong client relationships both internally and externally, and establish a strong brand identification with potential customers. Ensure vendor empanelment and develop relationships with new vendors. Develop strong distribution channels and ensure compliance with all Audit/RBI regulations. Job Graduate in any discipline. Minimum 1 year of experience in sales, financial services, or a related field. Possess strong skills in sales, financial inclusion, housing, and customer service. Demonstrate the ability to work in a fast-paced environment and meet business targets. Exhibit excellent communication and interpersonal skills. Ability to build strong relationships with clients and vendors is essential. Strong knowledge of Audit/RBI regulations and compliance requirements is necessary.

We are looking for a highly motivated and results-driven individual with 6 to 11 years of experience to join our team as a Customer Service Representative in the banking industry. The ideal candidate will have excellent communication skills, a strong background in sales, and a passion for financial inclusion. Roles and Responsibility Achieve business targets by acquiring new client relationships and maintaining existing ones. Identify target areas for prospective business and pre-screen customer segments according to organizational norms. Ensure high customer satisfaction levels by proactively understanding their needs and cross-selling multiple products. Execute sales promotion activities to build customer interest in the TCFSL brand. Build strong client relationships both internally and externally, and develop a strong brand identification with potential customers. Ensure vendor empanelment and develop relationships with new vendors. Job Graduate in any discipline with a strong academic record. Minimum 6 years of experience in sales, preferably in the banking or financial services industry. Excellent communication and interpersonal skills, with the ability to work effectively with clients and colleagues. Strong knowledge of financial products and services, including housing and loan options. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills, with attention to detail and accuracy.

We are looking for a highly motivated and results-driven individual to join our team as a Customer Service Representative in the Sales - Financial Inclusion - Housing - EM - Sales department located in Vellore, Anna Salai, and J Grades. The ideal candidate will have 2-5 years of experience. Roles and Responsibility Achieve business targets by acquiring new client relationships and maintaining them. Identify target areas for prospective business and pre-screen customer segments according to organizational norms. Ensure high customer satisfaction levels by proactively understanding customer needs and cross-selling multiple products. Execute sales promotion activities to build customer interest in the TCFSL brand. Build strong client relationships both internally and externally, and develop a strong brand identification with potential customers. Ensure vendor empanelment and develop relationships with new vendors. Job Graduate in any discipline. Possess excellent communication and interpersonal skills. Demonstrate the ability to work in a fast-paced environment and meet sales targets. Exhibit strong analytical and problem-solving skills. Be capable of building strong distribution channels and ensuring compliance with all Audit/RBI regulations. Have experience in financial services or a related field.

We are looking for a highly motivated and results-driven individual with 6 to 11 years of experience to join our team as a Customer Service Representative in the Financial Inclusion - Housing - EM - Sales department at TATA CAPITAL LIMITED, located at Firdous Plaza, J Grades. Roles and Responsibility Achieve business targets by acquiring new client relationships and maintaining existing ones. Identify target areas for prospective business and pre-screen customer segments according to organizational norms. Ensure high customer satisfaction levels by proactively understanding their needs and cross-selling multiple products. Execute sales promotion activities to build customer interest in the TCFSL brand. Build strong client relationships both internally and externally, and establish a strong brand identification with potential customers. Ensure vendor empanelment and develop relationships with new vendors. Develop strong distribution channels and ensure compliance with all Audit/RBI regulations. Job Graduate in any discipline. Minimum 6 years of experience in sales or customer service. Possess strong communication and interpersonal skills. Demonstrate the ability to work in a fast-paced environment and meet sales targets. Exhibit excellent problem-solving and analytical skills.

We are looking for a highly motivated and results-driven individual with 2 to 7 years of experience to join our team as a Customer Service Representative in the Sales - Financial Inclusion - Housing - EM - Sales department at Arihant Plaza, J Grades, Gadag. Roles and Responsibility Achieve business targets by acquiring new client relationships and maintaining existing ones. Identify target areas for prospective business and pre-screen customer segments according to organizational norms. Ensure high customer satisfaction levels by proactively understanding their needs and cross-selling multiple products. Execute sales promotion activities to build customer interest in the TCFSL brand. Build strong client relationships both internally and externally, and establish a strong brand identification with potential customers. Ensure vendor empanelment and develop relationships with new vendors. Develop strong distribution channels and ensure compliance with all Audit/RBI regulations. Job Graduate in any discipline. Minimum 2 years of experience in sales or financial services. Possess strong communication and interpersonal skills. Demonstrate the ability to work in a fast-paced environment and meet sales targets. Exhibit excellent problem-solving and analytical skills.

We are looking for a highly motivated and results-driven individual with 0 to 3 years of experience to join our team as a Customer Service Representative in the Sales - Financial Inclusion - Housing - EM - Sales department, located in Bagalkot, Nava Nagar, CRE. Roles and Responsibility Achieve business targets by acquiring new client relationships and maintaining existing ones. Identify target areas for prospective business and pre-screen customer segments according to organizational norms. Ensure high customer satisfaction levels by proactively understanding their needs and cross-selling multiple products. Execute sales promotion activities to build customer interest in the TCFSL brand. Build strong client relationships both internally and externally, and foster a strong brand identification with potential customers. Ensure vendor empanelment and develop relationships with new vendors. Develop strong distribution channels and ensure compliance with all Audit/RBI regulations. Job Graduate in any discipline. Strong communication and interpersonal skills are essential. Ability to work in a fast-paced environment and meet sales targets. Knowledge of financial products and services is desirable.

We are looking for a highly motivated and results-driven individual with 0 to 2 years of experience to join our team as a Customer Service Representative in Merta, Mandi Road. The ideal candidate will have excellent communication skills and the ability to work in a fast-paced environment. Roles and Responsibility Achieve business targets by acquiring new client relationships and maintaining existing ones. Identify target areas for prospective business and pre-screen customer segments according to organizational norms. Ensure high customer satisfaction levels by proactively understanding customer needs and cross-selling multiple products. Execute sales promotion activities to build customer interest in the TCFSL brand. Build strong client relationships both internally and externally, and develop a strong brand identification with potential customers. Ensure vendor empanelment and develop relationships with new vendors. Job Graduate in any discipline. Strong knowledge of banking and financial services. Excellent communication and interpersonal skills. Ability to work in a team and achieve sales targets. Familiarity with audit and RBI regulations. Strong analytical and problem-solving skills.

We are looking for a highly motivated and results-driven individual to join our team as a Customer Service Representative in Proddatur, Gandhi Road. The ideal candidate will have 3 to 8 years of experience in sales, financial inclusion, or a related field. Roles and Responsibility Achieve business targets by acquiring new client relationships and maintaining existing ones. Identify target areas for prospective business and pre-screen customer segments according to organizational norms. Ensure high customer satisfaction levels by proactively understanding their needs and cross-selling multiple products. Execute sales promotion activities to build customer interest in the TCFSL brand. Build strong client relationships both internally and externally, and establish a strong brand identification with potential customers. Ensure vendor empanelment and develop relationships with new vendors. Develop strong distribution channels and ensure compliance with all Audit/RBI regulations. Job Graduate in any discipline. Minimum 3 years of experience in sales, financial inclusion, or a related field. Possess strong knowledge of banking and financial services. Demonstrate excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets is essential. Strong analytical and problem-solving skills are required.

We are looking for a highly skilled and experienced professional to join our team as an Associate - Product - Micro Finance Business in Mumbai. The ideal candidate will have 2 to 7 years of experience. Roles and Responsibility Creation of business reports from systems and publishing on agreed frequencies to relevant stakeholders. Working on automation projects for various business and product dashboards with teams. Seamless integration between systems for dashboard preparation. Calculation of sales incentives and tracking the same. Preparing analysis for management review. Ensuring branch opening activities meet timelines. Managing brand material requirements from the field and ensuring timely delivery. Coordinating with sourcing and collection partners for various needs. Calculating service fees and ensuring timely payment. Maintaining contract databases and ensuring timely renewals, releasing purchase orders in SAP as per terms and conditions while maintaining records for PO details and invoice payments. Creating marketing campaigns and testing applications. Job Minimum 2 years of experience in micro finance or related fields. Strong knowledge of banking operations, financial services, and broking. Experience in creating business reports and managing data analytics. Ability to work on automation projects and integrate systems seamlessly. Strong analytical and problem-solving skills. Excellent communication and coordination skills. Educational qualificationsAny Graduate or Postgraduate degree. About Company TATA CAPITAL LIMITED is a leading player in the banking industry, providing financial services and solutions to its clients. We are committed to delivering high-quality products and services to our customers, and we are looking for talented professionals to join our team.

We are looking for a highly motivated and results-driven individual with 0 to 2 years of experience to join our team as a Customer Service Representative in the Financial Inclusion - Housing - EM - Sales department at our Raitupeta Centre location. Roles and Responsibility Achieve business targets by acquiring new client relationships and maintaining existing ones. Identify target areas for prospective business and pre-screen customer segments according to organizational norms. Ensure high customer satisfaction levels by proactively understanding customer needs and cross-selling multiple products. Execute sales promotion activities to build customer interest in the TCFSL brand. Build strong client relationships both internally and externally, and establish a strong brand identification with potential customers. Ensure vendor empanelment and develop relationships with new vendors. Develop strong distribution channels and ensure compliance with all Audit/RBI regulations. Job Graduate in any discipline. Strong communication and interpersonal skills are essential. Ability to work in a fast-paced environment and meet sales targets. Knowledge of financial products and services is an added advantage.

We are looking for a highly motivated and results-driven individual to join our team as a Customer Service Representative in Nandyal, Sanjeev Nagar. The ideal candidate will have 1-6 years of experience in sales, financial inclusion, or a related field. Roles and Responsibility Achieve business targets by acquiring new client relationships and maintaining existing ones. Identify target areas for prospective business and pre-screen customer segments according to organizational norms. Ensure high customer satisfaction levels by proactively understanding their needs and cross-selling multiple products. Execute sales promotion activities to build customer interest in the TCFSL brand. Build strong client relationships both internally and externally, and foster a strong brand identification with potential customers. Ensure vendor empanelment and develop relationships with new vendors. Develop strong distribution channels and ensure compliance with all Audit/RBI regulations. Job Graduate in any discipline. Possess excellent communication and interpersonal skills. Demonstrate the ability to work in a fast-paced environment and meet sales targets. Exhibit strong analytical and problem-solving skills. Be capable of building strong relationships with clients and vendors. Have knowledge of financial products and services, including housing and EM loans.

We are looking for a highly motivated and results-driven individual with 2 to 7 years of experience to join our team as a Customer Service Representative in the Sales - Financial Inclusion - Housing - EM - Sales department, located in Miryalaguda, Ashok Nagar. Roles and Responsibility Achieve business targets by acquiring new client relationships and maintaining existing ones. Identify target areas for prospective business and pre-screen customer segments according to organizational norms. Ensure high customer satisfaction levels by proactively understanding their needs and cross-selling multiple products. Execute sales promotion activities to build customer interest in the TCFSL brand. Build strong client relationships both internally and externally, and foster a strong brand identification with potential customers. Ensure vendor empanelment and develop relationships with new vendors. Develop strong distribution channels and ensure compliance with all Audit/RBI regulations. Job Graduate in any discipline. Minimum 2 years of experience in sales or customer service. Possess strong communication and interpersonal skills. Demonstrate the ability to work in a fast-paced environment and meet sales targets. Exhibit excellent problem-solving and analytical skills.

We are looking for a highly motivated and results-driven individual with 2 to 7 years of experience to join our team as a Customer Service Representative in the Sales - Financial Inclusion - Housing - EM - Sales department at Arihant Plaza, CRE, Gadag. Roles and Responsibility Achieve business targets by acquiring new client relationships and maintaining existing ones. Identify target areas for prospective business and pre-screen customer segments according to organizational norms. Ensure high customer satisfaction levels by proactively understanding their needs and cross-selling multiple products. Execute sales promotion activities to build customer interest in the TCFSL brand. Build strong client relationships both internally and externally, and foster a strong brand identification with potential customers. Ensure vendor empanelment and develop relationships with new vendors. Develop strong distribution channels and ensure compliance with all Audit/RBI regulations. Job Graduate in any discipline. Minimum 2 years of experience in sales or financial services. Possess strong communication and interpersonal skills. Demonstrate the ability to work in a fast-paced environment and meet sales targets. Exhibit excellent problem-solving and analytical skills.

We are looking for a highly motivated and results-driven individual with 6 to 11 years of experience to join our team as a Customer Service Representative in the Sales - Financial Inclusion - Housing - EM - Sales department located in Nirmal, Divyanagar Colony, J Grades. Roles and Responsibility Achieve business targets by acquiring new client relationships and maintaining them. Identify target areas for prospective business and pre-screen customer segments according to organizational norms. Ensure high customer satisfaction levels by proactively understanding customer needs and cross-selling multiple products. Execute sales promotion activities to build customer interest in the TCFSL brand. Build strong client relationships both internally and externally, and establish a strong brand identification with potential customers. Ensure vendor empanelment and develop relationships with new vendors. Develop strong distribution channels and ensure compliance with all Audit/RBI regulations. Job Graduate in any discipline. Minimum 6 years of experience in sales or financial services. Possess strong communication and interpersonal skills. Demonstrate the ability to work in a fast-paced environment and meet sales targets. Exhibit excellent problem-solving and analytical skills.

We are looking for a highly motivated and results-driven professional with 2 to 7 years of experience to join our team as a Customer Service Representative in the Sales - Financial Inclusion - Housing - EM - Sales department located in Kumbakonam, Thirunarayanapuram, and CRE. Roles and Responsibility Achieve business targets by acquiring new client relationships and maintaining them. Identify target areas for prospective business and pre-screen customer segments according to organizational norms. Ensure high customer satisfaction levels by proactively understanding customer needs and cross-selling multiple products. Execute sales promotion activities to build customer interest in the TCFSL brand. Build strong client relationships both internally and externally, and establish a strong brand identification with potential customers. Ensure vendor empanelment and develop relationships with new vendors. Develop strong distribution channels and ensure compliance with all Audit/RBI regulations. Job Graduate in any discipline. Minimum 2 years of experience in sales or customer service. Possess strong communication and interpersonal skills. Demonstrate the ability to work in a fast-paced environment and meet sales targets. Exhibit excellent problem-solving and analytical skills.

We are looking for a highly motivated and results-driven individual with 3 to 8 years of experience to join our team as a Customer Service Representative in Mancherial, Chunnam Batti Wada, J Grades. The ideal candidate will have a strong background in sales and customer service, with excellent communication and interpersonal skills. Roles and Responsibility Achieve business targets by acquiring new client relationships and maintaining existing ones. Identify target areas for prospective business and pre-screen customer segments according to organizational norms. Ensure high customer satisfaction levels by proactively understanding customer needs and cross-selling multiple products. Execute sales promotion activities to build customer interest in the TCFSL brand. Build strong client relationships both internally and externally, and develop a strong brand identification with potential customers. Ensure vendor empanelment and develop relationships with new vendors. Job Graduate in any discipline. Minimum 3 years of experience in sales or customer service. Possess strong knowledge of banking and financial services. Demonstrate excellent communication, interpersonal, and problem-solving skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and negotiation skills are required. Experience in housing and EM sales is preferred. Additional Info The company offers a dynamic and supportive work environment, with opportunities for growth and development.

We are looking for a highly motivated and results-driven professional with 2 to 7 years of experience to join our team as a Customer Service Representative in Dindigul. The ideal candidate will have a strong background in sales, financial inclusion, and housing. Roles and Responsibility Achieve business targets by acquiring new client relationships and maintaining existing ones. Identify target areas for prospective business and pre-screen customer segments according to organizational norms. Ensure high customer satisfaction levels by proactively understanding their needs and cross-selling multiple products. Execute sales promotion activities to build customer interest in the TCFSL brand. Build strong client relationships both internally and externally, and establish a strong brand identification with potential customers. Ensure vendor empanelment and develop relationships with new vendors. Develop strong distribution channels and ensure compliance with all Audit/RBI regulations. Job Graduate in any discipline. Minimum 2 years of experience in sales, financial inclusion, or housing. Possess strong skills in customer service, sales, financial inclusion, housing, and relationship building. Ability to work in a fast-paced environment and meet sales targets. Demonstrate excellent communication and interpersonal skills. Ability to identify and develop strategies for new business opportunities.

We are looking for a highly motivated and results-driven individual with 2 to 7 years of experience to join our team as a Customer Service Representative in Rajanna Sircilla, Gandhinagar. The ideal candidate will have a strong background in sales and customer service, with excellent communication and interpersonal skills. Roles and Responsibility Achieve business targets by acquiring new client relationships and maintaining existing ones. Identify target areas for prospective business and pre-screen customer segments according to organizational norms. Ensure high customer satisfaction levels by proactively understanding customer needs and cross-selling multiple products. Execute sales promotion activities to build customer interest in the TCFSL brand. Build strong client relationships both internally and externally, and establish a strong brand identification with potential customers. Ensure vendor empanelment and develop relationships with new vendors. Develop strong distribution channels and ensure compliance with all Audit/RBI regulations. Job Graduate in any discipline. Minimum 2 years of experience in sales or customer service. Possess strong knowledge of banking and financial services. Demonstrate excellent communication, interpersonal, and problem-solving skills. Ability to work in a fast-paced environment and meet sales targets is essential. Strong analytical and negotiation skills are required.

We are looking for a highly motivated and results-driven professional to join our team as a Customer Service Representative in Medak, Maharashtra. The ideal candidate will have 1-6 years of experience in sales, financial inclusion, or a related field. Roles and Responsibility Achieve business targets by acquiring new client relationships and maintaining existing ones. Identify target areas for prospective business and pre-screen customer segments according to organizational norms. Ensure high customer satisfaction levels by proactively understanding customer needs and cross-selling multiple products. Execute sales promotion activities to build customer interest in the TCFSL brand. Build strong client relationships both internally and externally, and establish a strong brand identification with potential customers. Ensure vendor empanelment and develop relationships with new vendors. Develop strong distribution channels and ensure compliance with all Audit/RBI regulations. Job Graduate in any discipline. Possess excellent communication and interpersonal skills. Demonstrate the ability to work in a fast-paced environment and meet sales targets. Exhibit strong analytical and problem-solving skills. Be capable of building strong relationships with clients and vendors. Have knowledge of financial products and services, including housing and loan options.