What are job of a financial service consultant
5 answers
Economical growth, live n after live..
As a company, we will financially give guidelines to the client in terms
investment in a safe way.In banca channel
Building relationship with bank staff.
Making leads from walkin
Convert leads into business .Key role of my work is to read the portfolio of the the client in terms of investment and insurance.and suggest them the best way or best funds to invest in .whether equity or debt.Also to make them concern about the liabilities they owe towards their business or family and how to cover them.
Explaining the best funds in the market to the customers.work according to the given leads.giving the best options to the customers to get better benfit
Help job seekers learn about the company by being objective and to the point.
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