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Financial Services Specialist Responsibilities and Duties

Establish and maintain effective relationship with new and existing clients of organization to optimize business and achieve all sales targets.

Analyze customer requirement to recommend suitable and customize financial products and solutions as per client’s financial status.

Administer and perform various activities such as opening personal and business accounts, preparing and completing saving and other financial certificates and checking of accounts.

Maintain and provide variety of financial services and business loan solutions to customers and initiate appropriate steps to complete all loan applications.

Analyze and resolve problems and issues pertaining to financial services and loans in professional setting and offer products as per customer’s convenience.

Evaluate and sanction all business and personal loan applications to facilitate timely disbursement of loans.

Monitor management of personal and business loans to resolve loan delinquencies, deposit or loan maturities and credit worthiness.

Provide support to investment advisors and maintain insurance and investment accounts.

Collaborate with financial service representative to ensure effective handling of customers requests within timeframe.

Work with IT professionals to develop and implement investment and insurance software programs.

Gather and compile all insurance and investment marketing materials and gather information on latest trends in industry.

Maintain professional and collaborative relationship with employees, customers, vendors and all internal or external agencies to facilitate timely service and product delivery.

Administer and provide resolution to complaints or suggestions in consultation with senior staff.

Manage and respond to service requests by clients within timeframe and according to company policies and procedures.

Monitor and operate data processing system for everyday operations such as transaction entries, withdrawals and deposits and account maintenance.

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