Finance Consultant(Female)
6 days ago
Job title:Finance Consultant
Locations: Kannur,Thrissur
About the Role
We are seeking a motivated and customer-focused Finance Consultant to join our growing financial services team. The ideal candidate will help clients identify the right financing and investment solutions based on their goals and financial profiles. You'll guide clients through various lending options and related financial products while maintaining a strong focus on relationship building and compliance.
Key Responsibilities
Understand clients' financial needs and recommend suitable loan products such as:
Education Loans (India & Abroad)
Personal Loans
Business Loans
Home Loans
Loan Against Property (LAP)
Provide guidance on General & Life Insurance solutions.
Offer personalized Investment & Wealth Management recommendations.
Maintain strong client relationships and ensure an excellent service experience.
Skills & Qualifications
Bachelor's degree in Finance, Business Administration, or a related field (preferred).
1–3 years of experience in banking, loans, or financial advisory (freshers with strong communication skills are welcome).
Job Type: Full-time
Pay: ₹12, ₹22,000.00 per month
Work Location: In person
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