Branch Advisor FAIS
Core
Provide compliant financial advice and manage client relationships in a high-volume branch environment to support retention and growth.
Role type
Branch Advisor (Financial Services)
Builds
Banking products and financial solutions for retail clients
Domain
Financial Services / Retail Banking
Deliverable
client delivery
Required skills
Financial advice, client relationship management, sales target achievement, compliance adherence, data analysis, lead management
Preferred skills
Persuasive selling, problem-solving, ethical approach, industry trend awareness
Responsibilities
Educate customers on self-service channels, analyze customer data for financial solutions, maintain accurate client records, manage leads and follow-ups, achieve sales and service targets
Seniority
Junior to Mid-level, hands-on IC
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