Financial Solutions Specialist

Work Schedule : Monday to Friday (Bank Operating Hours)

Location : Naga Branches

Industry : Bank Industry

Key Responsibilities :

• Actively promote and sell life insurance and investment products to bank customers.
• Build and maintain relationships with bank staff to generate referrals and leads.
• Conduct financial needs analysis to recommend suitable financial solutions.
• Provide after-sales service and ensure customer satisfaction and retention.
• Attend regular training sessions and product briefings to stay updated.
• Prepare and submit sales reports and forecasts to management.
• Ensure compliance with regulatory guidelines and company policies.

Qualifications :

What We Offer :