Financial Consultant 1 Job Responsibilities
Responsibilities:
1. According to the customer resources provided by the company, sell products by telephone and achieve various sales targets;
2. Understand customer needs through telephone communication, seek sales opportunities and complete sales performance;
3. Develop new customers, expand the business of old customers, and establish and maintain customer files;
4. Coordinate the company's internal resources to improve customer satisfaction;
5. Feedback customers' opinions and information, and put forward reasonable suggestions.
Qualifications:
1, articulate, fluent in Mandarin and infectious in pronunciation;
2. Have a high enthusiasm for sales;
3. Have strong learning ability and excellent communication skills;
4. Tough personality, quick thinking, good adaptability and pressure resistance;
5. Have keen market insight, strong enterprising spirit, sense of responsibility and positive working attitude.
Responsibilities of Financial Adviser II
accountability
1, sales staff position, under the leadership and supervision of the superior, regularly complete the quantitative work requirements, and can independently handle and solve the assigned tasks;
2. Manage customer relationships and complete sales tasks;
3. Understand and explore customers' needs and desires, and introduce the advantages and characteristics of their products;
4. Provide professional consultation for customers;
5. Collect information of potential customers;
qualified
1, college degree or above, major in marketing and other related fields;
More than 2.2 years working experience in sales industry, outstanding performance is preferred;
3. Outgoing personality, quick response, strong expression, strong communication skills and affinity;
4. Have certain market analysis and judgment ability and good customer service awareness;
5. Have a sense of responsibility and be able to work under great pressure.
Responsibilities of Financial Advisor 3
Responsibilities:
1. Carry out group investment and financing business, analyze and formulate group financing plans and schemes;
2. Expand and maintain investment channels such as PE and VC, and maintain cooperative relations;
3. Coordinate the smooth development of financing projects and realize financing plans and objectives;
4. Assess and control financing risks.
Qualifications:
Bachelor degree or above in finance, finance, economics, law and other related majors, with high market sensitivity;
2. More than three years of investment and financing experience in investment banks and FA/VC/PE, rich in institutional resources and able to write business plans;
3. Have financial, securities or legal qualifications, be familiar with investment and financing business processes and professional skills, have 50 million successful projects, and be familiar with the cultural media industry is preferred;
4. Excellent relationship development and negotiation skills, enterprising.
Responsibilities of Financial Advisor 4
Responsibilities:
1. Use the company platform to expand business.
2. Assist customers to solve financing problems, provide loan consulting services, and be responsible for maintaining customer relationships.
3. Explore potential customers and promote the company brand.
4. Sell the company's products and develop the customer market to achieve the company's business goals.
qualified
1. Age requirement: 23 ~ 30 years old, fluent in Mandarin and clear in logical thinking.
2. Bachelor degree or above (excellent college degree can also be considered)
3. Have good learning and communication skills.
4. Have a strong sense of team honor and responsibility.
5. Sales experience is preferred.
Responsibilities of Financial Advisor 5
Responsibilities:
1. Develop enterprises, companies and individuals that need financing by telephone, WeChat and face-to-face sales according to the quality resources provided by the company;
2. Make detailed financing loan plans and schemes for customers who need financing loans;
3. Ensure that the customer has good credit standing and complete information, and finally finalize the loan plan with the customer;
4. Evaluate customer assets, assist and provide customers with real loan purposes;
5. Check the authenticity of the loan documents provided by customers, and prepare for all the details before and after the loan;
Post requirements
1, education: college degree or above, excellent conditions, can be relaxed appropriately;
2. Cheerful personality, initiative, strong discipline and good professionalism;
3. Have customer service awareness, good communication skills, adaptability and negotiation skills;
4. Strong communication and negotiation skills and language expression skills, willing to accept challenges;