Financial Advisor

3 weeks ago

Full-time

Senior

Responsibilities:

Assist in outbound calls to generate new leads/referrals.
Managing the leads generated by referrals and call prospect to deliver a remarkable consultation experience.
Building strong relationships with clients and recommending ideas in managing, expanding and growing the portfolio with adherence to compliance.
Meet prospects to identify their needs and requirements. Provide them with advice on financial solutions to meet their financial / cash flow needs. Communicate with prospect to evaluate joint initiatives and proposals to see how they align with established roadmaps and business
priorities.
Process/Screen data/information on financing proposal with our credit friendly SMEs Credit Scoring, analysing market trend, examining risks and financial accuracy in recommending to
credit risk for approval process.
Updating the Data Management System as part of managing the relationship with prospects and clients as part of growing the SMEs / Corporate portfolio.

Requirements:

Possess at least a Diploma in Finance/Accountancy/Banking/ Marketing or equivalent with minimum 1 year of working experience as an Assistant or Financial Advisor or similar positions in Financial Institution or similar government agency that promotes and lending to SMEs industry.
Experience in contract financing, trade financing, invoice receivables financing and factoring will be an added advantage
Good skills in Networking, Financial Analysis, Sales, Proactive, Energetic, Integrity and possess good business acumen.
Good interpersonal and communication skills and able to interact with people at all levels.
Open-minded and go-getter, determined to work and have staying power to see things through.
Able to work independently with min supervision and Target Success Driven.
Open To Fresh Grads