13/03/2025 Banking junior advisor

20 hours ago


Kolkata, West Bengal, India Freelancer Raju Sen Full time
Job Description

Description

We are seeking a motivated Banking Junior Advisor to join our team in India. This entry-level position is ideal for freshers looking to start their career in the banking sector. The candidate will assist clients in managing their banking needs and work closely with senior advisors to provide comprehensive financial services.

Responsibilities

- Assist clients with their banking needs and provide expert advice on banking products and services.
- Conduct financial assessments to understand clients needs and recommend appropriate solutions.
- Support senior advisors in preparing financial plans and documentation for clients.
- Maintain accurate records of client interactions and transactions.
- Stay updated on banking regulations and compliance requirements.
- Participate in training programs to enhance product knowledge and customer service skills.

Skills and Qualifications

- Bachelor's degree in Finance, Business Administration, or a related field.
- Strong analytical skills and attention to detail.
- Excellent communication and interpersonal skills.
- Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).
- Basic understanding of banking products such as loans, savings accounts, and investment options.
- Ability to work in a team environment and collaborate with senior advisors.

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