Company Logo
Posted this week

Finance Executive

Recex.co
Onsite - Noida, Uttar Pradesh, India
Openings5 Openings
Job TypeFullTime
Experience1 - 6 Years
CTC Icon₹35K /month
Education LoanStudy abroad loanFinancial Advisor
AnalyseGet instant insights on your profile fit
Analyse My Profile

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

Refer & Earn Cash Rewards!

Know someone for this job? Refer via email or followed users & track easily! Log in to get your referral link and start sharing

Refer & Earn