Financial Services Representative
Gratitude IncFinancial Services Representative
Job Description
Key Skills
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Job description
Financial Services Representative
Key Responsibilities:
- Scheduling meetings with clients to discuss their financial needs and goals.
- Collecting pertinent client information to provide investment options that align with clients' financial situations.
- Monitoring market conditions to determine how various changes may impact taxes and client investments.
- Advising clients on how to apply for mortgages and loans.
- Developing and sustaining long-term relationships with clients to encourage repeat business and client referrals.
- Cold-calling potential clients to inform them of the various financial products and services on offer.
- Suggest viable solutions to improve clients' financial statuses.
- Developing in-depth knowledge of our financial products to advise clients accordingly.
Essential Skills, Knowledge, and Experience:
- Graduate / Undergraduate with excellent communication skills and experience with a financial services process is preferable but not mandatory.
Job Type: Full-time
Salary: Php19,255.37 - Php35,000.00 per month
Schedule:
- Late shift
- Shift system
Ability to Commute:
- Taguig City (Required)
Role
Customer Care Officer
Timings
Flexible (Permanent)
Industry
BPO
Work Mode
Work from office
Process
Voice
Functional Area
ITES / BPO / Customer Service
Note: Myglit doesn't charge any money from candidates. If you have been asked to pay money to get this job then report to us immediately at support@myglit.com.
Interview Tips
- Giving the VNA round?
- What are the most important skills you acquired as a Soft Skills/VNA trainer?
- How would you handle an irate customer?
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