Banking Consultant
Job description
Job Responsibilities:
- Provide expert financial advice to clients to help enhance their portfolios.
- Develop and maintain long-term relationships with clients.
- Identify customer needs and offer tailored banking products and services.
- Achieve and exceed sales targets through effective relationship management.
- Assist clients with banking solutions, investments, and financial planning.
- Ensure compliance with banking regulations and company policies.
Qualifications & Skills:
- Bachelor's degree in Finance, Business Administration, or a related field.
- Proven experience in banking sales, financial advising, or relationship management.
- Strong communication, negotiation, and interpersonal skills.
- Goal-oriented with the ability to meet and exceed sales targets.
- Analytical thinking and problem-solving skills.