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Financial Counselor

2 weeks ago

Bengaluru, Karnataka, India DISHHA STAFFING SERVICES PVT LTD Full time ₹ 1,04,000 - ₹ 1,30,878 per year
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.