Job Summary

We are looking for a results-driven Financial Client Advisor to actively seek out and engage customer prospects. You will provide complete and appropriate solutions for every customer in order to boost top-line revenue growth, customer acquisition levels, and profitability.

  • Minimum Qualification: Degree
  • Experience Level: Entry level
  • Experience Length: No Experience/Less than 1 year

Job Description/Requirements

  • To build and maintain good relationships with the new and our existing clients as well as providing a high level of expertise.
  • Ability to communicate effectively with customers to understand needs,
  • Evaluate current product use and cross-sell new products.
  • Reach out to customer leads through cold calling
  • Expedite the resolution of customer problems and complaints to maximize satisfaction
  • Achieve agreed upon targets and outcomes within schedule
  • He/She must be willing to satisfy customers' needs that will lead to a compelling satisfaction with the aid of understanding the organizational goals and objectives.

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