Financial Services Executive

Job Description

We are looking for a BFSI Relationship & Financial Services Executive to manage banking, financial services, and insurance-related activities. The candidate will be responsible for customer handling, financial product promotion, and supporting day-to-day BFSI operations.

Key Responsibilities:
• Handle customer queries related to banking, finance, and insurance products
• Promote banking products such as savings accounts, loans, credit cards, and insurance policies
• Generate leads and achieve sales targets
• Assist customers in account opening, documentation, and verification process

Roles & Responsibilities

• Banking compliance and regulatory guidelines
• Data privacy and customer confidentiality
• Anti-money laundering (AML) awareness
• Ethical financial sales practices

Key Skills

Education

Post Graduate

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