Financial Services Consultant Responsibilities and Duties

Design and implement programs to educate clients on various financial services and products.

Develop and maintain relationships with clients assist to open new accounts and offer innovative services such as online baking and e-bill payments to ensure retention of clients.

Administer and assist clients to process all formalities required to apply and obtain auto, mortgage, credit cards and personal loans.

Manage existing accounts, review business and update personal and account details of each customer.

Provide support to manager and assist in opening and closing procedures and ensure compliance with company rules and regulations.

Participate in lobby management and provide insightful suggestion to improve customer relationship.

Maintain cordial atmosphere and develop excellent rapport with staff and customers as required for company profiles.

Analyze, identify and prioritize value creation possibilities at individual account level to expand business levels for organization.

Gather information from clients and translate all requirements into effective business solutions.

Collaborate with customers to finalize selling and cross selling of bank products through superior client service.

Manage and monitor institute’s financial operation to achieve strategic, operational and financial.

Analyze and assist to design business initiatives to minimize risk elements and safeguard finances of company.

Develop strategies to implement changes in existing plans and utilize full potential of company resources.

Manage cross-functional teams to plan and implement business outcomes.

Develop and maintain strategies to define problem and identify internal and external audiences affected by change for evaluating business transformations.