Financial Advisor

**Overview of Job Role**: A Financial Adviser assesses client's financial situations, offers strategic advice on various financial products and services, and develops personalized financial plans. **Duties and Responsibilities**: Handling incoming and outbound calls Working towards converting the potential clients to our clients by providing them with...

**Job Overview**: **Roles & Responsibilities**: - Evaluate credit worthiness of customers - Interview applicants to determine their financial eligibility and feasibility - Answer clients questions and provide information - Justify decisions (approvals/rejections) and report on them - Build long - term, trusting relationships with customers - Ensure customer...

Job Overview As a Customer Relationship Executive specializing in the stock market, play a crucial role in fostering strong client relationships and ensuring optimal satisfaction within the dynamic realm of stock market investments. This position involves proactive client engagement, issue resolution, and collaboration with internal teams to navigate the...