Branch Advisor FAIS
Core
Provide compliant financial advice and product solutions to walk-in and existing clients in a high-volume branch environment, focusing on relationship management and sales targets.
Role type
Branch Advisor (Financial Services)
Builds
Long-term client relationships and sales of financial products
Domain
Banking / Retail Financial Services
Deliverable
client delivery
Required skills
Financial advice, client relationship management, sales target achievement, compliance adherence (FAIS/TCF), data analysis, lead management
Preferred skills
Persuasive selling, problem-solving, ethical approach, industry trend awareness
Responsibilities
Educate customers on correct banking 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
