senior financial services manager

  • Formulating Need Based Plan through a tool “Life Planner” for clients and providing long term investment solutions based on their financial objectives.
  • Developing client base by maintaining excellent relationship and providing services.
  • Understanding of various investment avenues.
  • Driving revenue targets and achieving the desired sales goals.

financial services manager

  • Analyze applicants’financial status,credit,and property evaluations to determine feasibility of granting loans. 
  • Obtain and compile copies of loan applicants’credit histories, corporate financial statements, and other financial information. 
  • Meetwithapplicantstoobtaininformationforloanapplicationsandtoanswer questions about the process.
  • Explain to customers the different types of loans and credit options that are available,as well as the terms of those services.
  • Stay abreast of new types of loans and other financial services and products to better meet customers’needs. 
  • Market bank products to individuals and firms,promoting bank services that may meet customers’needs.  
  • Prepare reports to send to customers whose accounts are delinquent,and forward irreconcilable accounts for collector action.