Financial Service Specialist

11 hours ago


Kollam, Kerala, India beBeeFinance Full time ₹ 13,50,000 - ₹ 16,20,000

Job Role:

Financial Service Specialist

 

Overview:

This role involves building relationships with clients to understand their financial needs and providing timely guidance on market trends.

 

Key Responsibilities:

  1. Monitor market trends and provide timely updates and recommendations to clients and internal teams.
  2. Manage client accounts, including opening and closing services.
  3. Recommend and explain financial products and services to clients based on needs.
  4. Resolve client / bank queries and complaints.
  5. Oversee client relationships for optimal results.

 

Requirements:

  • Min 5 years of experience in finance.
  • Familiarity with market trends and trading platforms.
  • Excellent communication and negotiation skills.
  • Ability to work in a fast-paced environment.


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