We are seeking a motivated and knowledgeable Financial Services Consultant to join our team in Uttar Pradesh. The ideal candidate will have a strong understanding of various financial products and services, including CASA (Current Account and Savings Account), demat accounts, and insurance products. This role is crucial in helping clients navigate their financial needs and ensuring they receive the best possible service.

Key Responsibilities

- Provide expert advice on financial products including CASA, demat accounts, and insurance options to clients.

- Assist clients in understanding their liabilities and how to manage them effectively.
- Promote and sell financial products such as current accounts, saving accounts, and broking services.
- Educate clients about directors and officers liability insurance and its importance.




- Build and maintain strong relationships with clients to ensure their financial needs are met.
- Stay updated on market trends and changes in financial regulations to provide accurate advice.

Required Skills

- Solid knowledge of financial products including CASA, demat accounts, and various insurance products.
- Excellent communication and interpersonal skills to effectively engage with clients.
- Ability to analyze client needs and provide tailored financial solutions.
- Strong organizational skills and attention to detail.
- Ability to work independently and as part of a team. If you are passionate about helping clients achieve their financial goals and have the required skills, we encourage you to apply for this exciting opportunity.

This job is provided by Shine.com

📌 Financial Services Consultant (Noida)
🏢 ECH-AAR Manpower Solutions
📍 Noida