Financial Counsellor

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Financial Counsellor

work outline icon3 - 5 Years of Experiencerupess outline iconNot disclosed time outline iconFull Time

SHALBY Sanar International Hospitals, Gurugram

time outline iconGurugram, 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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