Financial Sales Advisor

Job Description:

Roles & Responsibilities : Provide personalized financial counseling and debt management advice to clients, understanding their unique financial situations and goals.Analyze clients' debt profiles, including credit card debt, loans, and other financial obligations, to develop tailored debt repayment plans.Educate clients on effective debt management strategies, budgeting techniques, and financial goal setting to help them achieve long-term financial stability.Assess clients' credit reports and provide guidance on improving credit scores and managing debt responsibly.Collaborate with clients to create comprehensive financial plans that address debt reduction, savings goals, and wealth-building strategies.Recommend debt consolidation, debt restructuring, or debt settlement options when appropriate, and guide clients through the process.Stay updated on industry regulations, debt management best practices, and financial products relevant to debt management and personal finance.Maintain accurate records and documentation of client interactions, financial plans, and debt management recommendations in compliance with regulatory requirements. Candidate requirements :Experience: 3+ years in finance field related unsecured loans preferredBachelor's degree in business, finance, or related field.Excellent English and communication.Also who can speak and understand the language of Tamil / Telugu / Malayalam.Knowledge of Credit card, Loans, and insurance industries.Experience in finance field related unsecured loans preferred.Experience in international process in a BPO would be preferred.Location- Andheri (W) (Veera Desai Road) Interested candidates can call, mail or whatsapp over given email id or number-Email ID - [email protected] : 7415074707