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 understanding client needs and driving retention and growth.
Role type
Branch Advisor (Financial Services)
Builds
Long-term client relationships and appropriate financial product solutions
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 advice, maintain accurate client records, achieve sales and service targets, manage leads and follow-ups
Seniority
Junior to Mid-level, hands-on IC