In-house Salaried Financial Advisor
Core
Provide financial advice on specific products to an allocated market, driving sales and customer retention through consultative selling and relationship management.
Role type
In-house salaried financial advisor
Builds
Financial products and services
Domain
Financial services / Banking
Deliverable
client delivery
Required skills
Consultative Selling, Customer Needs Clarification, Prospecting, CRM Data Management, Regulatory Compliance, Sales Data Analysis, Networking
Preferred skills
Strategic Selling, Business Development, Stakeholder Balancing
Technologies
CRM systems, Business Intelligence tools
Responsibilities
Process customer cases and resolve complex queries; Analyze customer problems to propose best-fit financial solutions; Develop and execute relationship management plans for potential accounts; Monitor sales and market data to identify business development opportunities; Conduct research on market trends using primary data sources; Ensure adherence to organizational policies and regulatory codes.
