Finance Services Associate

Key Responsibilities

• Client Interaction: Assist clients with financial transactions, inquiries, and account management. Understand clients' financial goals to provide tailored solutions.

• Investment Advice: Offer guidance on investment products and services based on clients' needs and risk tolerance.

• Transaction Processing: Manage account openings, updates, and maintenance, ensuring accuracy and compliance with financial regulations.

• Financial Analysis: Conduct analyses to support client recommendations and ensure informed decision-making.

• Record Keeping: Maintain detailed and accurate client records to facilitate effective service and compliance with regulations.

• Team Collaboration: Work closely with team members to enhance service quality and efficiency, contributing to a positive work environment.

Qualifications

• Education: A bachelor's degree in Finance, Business Administration, Economics, or a related field is typically required.

• Experience: Prior experience in financial services or customer service roles is preferred. Familiarity with financial products and services is essential.

• Certifications: Certifications such as Series 6, 7, or 63 may be preferred or required, depending on the employer.

• Skills: Strong interpersonal and communication skills, attention to detail, and the ability to work in a fast-paced environment are crucial for success in this role.

• It is a Full Time Field Sales job for candidates with 0 - 2 years of experience.

More about this Finance Services Associate job

1. What is the eligibility criteria to apply for this Finance Services Associate job?
   Ans: The candidate should be Graduate and above and above with 0 - 2 years of experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹15000 - ₹19000 per month + Incentives that depends on your interview. It's a Full Time job in Hyderabad.
3. How many working days are there for this Finance Services Associate job?
   Ans: This Finance Services Associate job will have 6 working days.
4. Are there any charges applicable while applying or joining this Finance Services Associate job?
   Ans: No, there is no fee applicable for applying this Finance Services Associate job and during the employment with the company, i.e., Hdfc Sales.
5. Is it a work from home job?
   Ans: No, it’s not a work from home job and can't be done online.
6. How many openings are there for this Finance Services Associate role?
   Ans: There is an immediate opening of 4 Finance Services Associate at Hdfc Sales
7. Who can apply for this job?
   Ans: Only Male candidates can apply for this Field Sales job.
8. What are the timings of this Finance Services Associate job?
   Ans: This Finance Services Associate job has 09:00 AM - 06:00 PM timing.