Financial Counselor

2 days ago


bangalore, India DISHHA STAFFING SERVICES PVT LTD Full time

Position: Financial CounselorLocation: BangloreExperience: 2 5 Years Job Summary:We are looking for a proactive and customer-focused Financial Counselor to join our Wellness Center. The role involves guiding clients on treatment packages, payment options, and financial planning, ensuring a smooth and transparent financial experience. The ideal candidate should have strong interpersonal skills, financial knowledge, and experience in client counseling within healthcare, wellness, or related industries.Key Responsibilities:Counsel clients on treatment costs, financial options, EMI plans, and package benefits.Assist customers in understanding payment structures, insurance tie-ups (if any), and financing schemes.Provide accurate and transparent cost estimates before treatment/procedures.Work closely with the front office, doctors, and operations team to align financial discussions with treatment plans.Guide clients in applying for loans/EMIs in coordination with partner banks/NBFCs.Ensure timely collection of fees and maintain proper records of financial transactions.Support clients in making informed decisions by explaining financial implications clearly.Maintain compliance with company policies and ensure confidentiality of client data.Key Requirements:2 5 years of experience as a Financial Counselor / Finance Executive in wellness, healthcare, hospital, or NBFC/BFSI sector.Strong understanding of payment structures, healthcare financing, and EMI schemes.Excellent communication and customer handling skills.Ability to explain financial concepts in a simple and empathetic manner.Proficiency in MS Office and financial management tools.



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