This role involves banking expertise with financial advisory services. The role focuses on helping clients manage their finances, grow their savings and investments, and secure their future through tailored banking and insurance solutions.

Responsibilities:

• Build and maintain client relationships for banking and financial products.

• Conduct financial assessments and recommend suitable savings, investment, and insurance plans.

• Assist clients with account, loan, or investment inquiries.

• Ensure compliance with banking and insurance regulations.

• Collaborate with teams to achieve sales and client satisfaction targets.