Financial Services Representative

24 hours ago


Chennai Tamil Nadu, India Centre point soft tech pvt ltd Full time

A Financial Service Representative's job involves helping clients with their financial needs, including providing guidance on financial products, managing accounts, and answering inquiries. They educate clients on various financial options and assist them in making informed decisions about their finances. Key Responsibilities:

- **Account Management**: Assist with setting up new accounts, processing transactions, and resolving issues.
- **Product Knowledge**: Educate clients on financial products and services, helping them understand and choose appropriate options.
- **Financial Guidance**: Provide financial advice and guidance to clients, helping them achieve their financial goals.
- **Record Keeping**: Maintain accurate records of client interactions and transactions.
- **Sales and Persuasion**: May involve selling financial products and persuading clients to invest.
- **Continuous Learning**: Participate in training and development to enhance knowledge of financial products and services.

Skills Required:

- **Communication**: Strong verbal and written communication skills are crucial for interacting with clients.
- **Interpersonal Skills**: Ability to build rapport with clients and understand their financial needs.
- **Problem-Solving**: Ability to identify and resolve client issues effectively.
- **Sales and Persuasion**: Ability to effectively promote and sell financial products.
- **Knowledge of Financial Products**: Understanding of various investment options, insurance products, and other financial instruments.
- **Technical Skills**: Proficiency in using computer systems and software for managing accounts and transactions.
- **Analytical Skills**: Ability to analyze financial data and provide informed recommendations.

**Job Types**: Full-time, Permanent

Pay: ₹10,661.35 - ₹29,760.33 per month

**Benefits**:

- Work from home

Schedule:

- Day shift

Supplemental Pay:

- Performance bonus
- Yearly bonus

Work Location: In person



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