Financial Services Associate @ Knowplicity

Job Description

Position: Financial Services Associate** Are you an energetic and motivated individual with a passion for finance and customer engagement We're looking for a versatile Financial Services Associate to join our team at Credence Finvest. *About Us:** Credence is a dynamic financial services provider dedicated to helping individuals and businesses achieve their financial goals. With a focus on loans, mutual funds, and more, we are committed to delivering exceptional financial solutions. *Position Overview:** As a Financial Services Associate, you will play a pivotal role in our growth story. Your responsibilities will include: *1. Cold Calling/Telecalling:** - Reach out to potential customers to introduce our financial products and services. - Build rapport and provide information to prospective clients. - Qualify leads and schedule appointments for our financial experts. *2. Back Office/Operations:** - Assist with administrative tasks related to loan processing, mutual. fund investments, and client documentation. - Ensure accurate and timely data entry and record-keeping. - Collaborate with team members to streamline operations. *Requirements:** We're looking for candidates who possess the following qualities and qualifications: - Excellent communication skills, both written and verbal. - A passion for finance and a desire to learn and grow in the industry. - Strong organizational skills with attention to detail. - Ability to multitask and work effectively in a fast-paced environment. - Prior experience in cold calling/telecalling and financial services is a plus. *How to Apply:** To apply for this position, please send your resume and a cover letter detailing your relevant experience and why you're a great fit for Credence Finvest to hidden_email with Subject - Job Application for Financial Service Associate position". Join us in helping individuals and businesses achieve financial success. Your future in finance begins here! #FinanceJobs #HiringNow #FinancialServices #JoinOurTeam

Employement Category:

Employement Type: Full time
Industry: Others
Role Category: Customer Service (Domestic)
Functional Area: Not Applicable
Role/Responsibilies: Financial Services Associate

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Keyskills:   communication skills finance cold calling telecalling financial services organizational skills attention to detail multitasking