Financial Counsellor
3 - 5 Years of ExperienceNot disclosed Full Time
SHALBY Sanar International Hospitals, Gurugram
Gurugram, Haryana, India
Posted on 05-08-2024
150 Views
1 Vacancy
Description
- Conduct thorough assessments of clients' financial situations, including income, expenses, debts, and assets.
- Identify clients' financial goals, challenges, and needs.
- Educate clients on financial principles and best practices.
- Provide guidance on managing personal finances, including credit, loans, and mortgages.
- Offer strategies for improving clients' financial situations and achieving financial stability.
- Help clients develop and implement plans to reduce and manage debt.
- Negotiate with creditors on behalf of clients to arrange payment plans or settlements.
Category
Counsellor
Preferred Education
Graduate
Key Skills
Attention to DetailFinancial CounsellorcommmunicationProblem solvingfinancial tracking analysis
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