Banking Consultant
7 months ago
We are currently seeking a proactive and customer-oriented Banking Consultant to join our team. As a Banking Consultant, you will play a crucial role in providing financial advice and solutions to our clients, helping them navigate through various banking products and services to meet their financial goals.
**Roles and Responsibilities**:
- **Financial Advisory**: Offer expert advice to clients on a wide range of banking products and services, including but not limited to savings accounts, loans, credit cards, investments, and insurance.
- **Client Relationship Management**: Develop and maintain strong relationships with clients by understanding their financial needs, objectives, and preferences, and providing personalized solutions to help them achieve their financial aspirations.
- **Needs Assessment**: Conduct thorough financial assessments for clients to identify their short-term and long-term financial goals, risk tolerance, and liquidity requirements, and recommend suitable banking solutions accordingly.
- **Product Knowledge**: Stay informed about the latest banking products, services, and industry trends, and effectively communicate their features, benefits, and terms to clients to facilitate informed decision-making.
- **Sales and Cross-Selling**: Actively promote and cross-sell banking products and services to existing clients, as well as identify opportunities to expand the client base through prospecting, networking, and referral programs.
- **Financial Analysis**: Analyze clients' financial statements, credit reports, and investment portfolios to assess their financial health and performance, and provide strategic recommendations for optimizing their financial outcomes.
- **Compliance and Risk Management**: Ensure compliance with all regulatory requirements, internal policies, and industry standards pertaining to banking operations, privacy, and security, and mitigate potential risks associated with client transactions and activities.
- **Customer Service Excellence**: Deliver exceptional customer service to clients at all touchpoints, including inquiries, complaints, and account maintenance requests, and strive to exceed their expectations to build trust and loyalty.
- **Documentation and Reporting**: Maintain accurate and up-to-date records of client interactions, transactions, and financial plans in compliance with regulatory and organizational guidelines, and prepare timely reports as required.
**Qualifications**:
- Bachelor's degree in Finance, Business Administration, Economics, or related field
- Previous experience in banking, financial advisory, wealth management, or related industry preferred
- Strong knowledge of banking products, financial markets, and investment principles
- Excellent communication, interpersonal, and presentation skills
- Ability to understand and analyze complex financial information and convey it in a clear and concise manner to clients
- Proven track record of meeting or exceeding sales targets and delivering high levels of customer satisfaction
- Ability to work independently and collaboratively in a fast-paced, team-oriented environment
Please submit your resume and cover letter outlining your qualifications and why you are interested in joining our team 0589770883 (do not call).
Dhanguard is an equal opportunity employer committed to diversity and inclusion in the workplace.
Pay: AED3,000.00 - AED6,000.00 per month
Pay: AED3,000.00 - AED6,000.00 per month
Application Question(s):
- Nationality
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