Financial Advisor at Page Financials

KEY RESPONSIBILITIES

• Generate prospects for loan sales.
• Meet assigned loan sales target as set from time to time.
• Assess customer's current financial situation and make recommendations on ways PIFCL products can help improve it.
• Help customers make better decisions in terms of loan amount, loan tenure and repayments to align with their personal finance.
• Provide first level analysis of customers statements of account and advice customers on loan amount eligibility.
• Ensure customers loan documentation requirements are in line with approved PIFCL.
• Manage customer relationships & prospects for new customers.

Required Skills & Qualifications

• First degree from a recognized university, minimum of Second-Class Honours.
• 1-3 years' experience in retail finance, loan sales, financial advisory, or a similar role.
• Strong sales mindset and target-driven orientation.
• Excellent communication, interpersonal and negotiation skills.
• High level of drive, confidence and resilience.
• Good analytical ability and attention to detail.
• Experience in the financial services industry will be an added advantage.