Finance Executive

About the Job

We are seeking a dedicated and experienced Financial Advisor to join our dynamic team. As a Financial Advisor, you will be responsible for providing comprehensive financial planning services to our diverse clientele, with a focus on education loan and study abroad loan products. Your expertise and personalized guidance will be instrumental in helping our clients achieve their financial goals.

Roles & Responsibilities

• Provide expert financial advice and guidance to clients on a wide range of financial products and services, including education loans and study abroad loans
• Conduct thorough financial assessments and develop customized financial plans to meet each client's unique needs
• Assist clients in navigating the complexities of financial aid and loan application processes
• Stay up-to-date with the latest industry trends, regulations, and product offerings to ensure clients receive the most relevant and valuable information
• Build and maintain long-term relationships with clients, fostering trust and loyalty
• Collaborate with cross-functional teams to deliver seamless and integrated financial solutions
• Actively participate in client acquisition and retention efforts to expand the company's client base

Required Skills & Qualifications

• Minimum 1-6 years of experience as a Financial Advisor or in a related financial services role
• Strong understanding of education loan, study abroad loan, and other financial planning products and services
• Excellent communication and interpersonal skills, with the ability to explain complex financial concepts in a clear and concise manner
• Proven track record of providing exceptional customer service and building long-lasting client relationships
• Proficiency in financial analysis, budgeting, and investment planning
• Familiarity with relevant financial regulations and compliance requirements
• Bachelor's degree in Finance, Economics, or a related field