Company Description SHIVIJ FINANCIAL CONSULTANTS PRIVATE LIMITED is a financial services company providing specialized financial solutions. Based in Delhi, India, the company addresses the diverse needs of its clients through tailored financial consulting. Our commitment is to deliver reliable and efficient financial services to foster client success. Role Description This is a full-time on-site role for a Field Officer located in Badaun. The Field Officer will be responsible for managing client accounts, conducting field visits, assessing financial needs, providing expert advice, and reporting to management on field operations. The role involves daily interactions with clients, ensuring their financial needs are met and offering guidance on various financial products and services. Qualifications \n Experience in managing client accounts and conducting field visits Ability to assess financial needs and provide expert advice Proficiency in financial product knowledge and client servicing Strong communication and interpersonal skills Bachelor's degree in Finance, Business Administration, or related field Ability to work independently and manage time effectively Experience in the financial services industry is a plus Strong analytical and problem-solving skills
You will be working as a Field Officer located in Badaun for SHIVIJ FINANCIAL CONSULTANTS PRIVATE LIMITED, a financial services company based in Delhi, India. Your role will involve managing client accounts, conducting field visits, assessing financial needs, providing expert advice, and reporting to management on field operations. Daily interactions with clients to ensure their financial needs are met and offering guidance on various financial products and services will be a key part of your responsibilities. Key Responsibilities: - Manage client accounts and conduct field visits - Assess financial needs and provide expert advice - Interact with clients daily to ensure their financial needs are met - Offer guidance on various financial products and services - Report to management on field operations Qualifications: - Experience in managing client accounts and conducting field visits - Ability to assess financial needs and provide expert advice - Proficiency in financial product knowledge and client servicing - Strong communication and interpersonal skills - Bachelor's degree in Finance, Business Administration, or related field - Ability to work independently and manage time effectively - Experience in the financial services industry is a plus - Strong analytical and problem-solving skills,