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Core
Providing comprehensive financial advice to customers on banking offers, financing, savings accounts, current accounts, government support programs, and tax incentives.
Role type
Financial Sales Advisor
Builds
Individualized financial solutions for clients
Domain
Financial Services / Banking
Deliverable
client delivery
Required skills
Customer consultation, Financial solution design, Contract information, Customer data management
Responsibilities
Conducting needs-based and competent customer consultations, Developing individual financial solutions for customers, Providing general contract information, Maintaining customer data, Contributing to process optimization and projects