Financial Advisor Intern
4 days ago
Role & responsibilities : Assist clients in understanding and applying for financial products such as education loans and study abroad financing Handle end to end loan application processing, documentation, and servicing. Engage with clients via calls or other channels and provide timely updates on application status Support the financial advisory team in analysis client requirements and recommending suitable solutions Maintain accurate client records and ensure confidentiality of sensitive information.
Preferred candidate profile
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