<ul><li>Advise clients on financial planning, investment options, loans, insurance, and debt management.</li><li>Assess clients’ financial status, needs, and goals to provide personalized solutions.</li><li>Explain complex financial concepts in a clear and understandable manner.</li><li>Develop and recommend strategies for budgeting, savings, and long-term financial growth.</li><li>Monitor clients’ financial progress and adjust plans as necessary.</li><li>Maintain accurate records of client interactions, recommendations, and financial plans.</li><li>Ensure compliance with financial regulations, company policies, and ethical standards.</li><li>Collaborate with banks, insurance companies, and other financial institutions to offer solutions.</li><li>Conduct workshops or sessions to educate clients about financial literacy and planning.</li></ul>

Financial Counsellor