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 preferred

Bachelor'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 - ganeshbahadur.thapa@white-force.in

Contact : 7415074707