- Work experience necessary to competently perform the duties of this position
- Experience with customer service roles (preferably within the financial services industry)
- Knowledge of lending processes, including previous lending approval experience
- Relationship building and pro-active sales experience
- Knowledge of investment, transactional banking, and insurance products and processes
- Strong interpersonal communication skills
- Demonstrates professionalism through meeting commitments and achieving results. Takes responsibility and understands the importance of working with confidential information.
- Record of achieving targets and objectives
- Highly detail oriented and high standard of accuracy
- A robust fundamental understanding of the securities industry including, but not limited to mutual funds, annuities, fixed income, equity, and fee based investments. Securities License a plus.
- Able to take the initiative, make new contacts
- Sound decision making/analytical and negotiation skills
- Self-motivated

📌 Banking Consultant (Delhi)
🏢 StanQuad
📍 Delhi