Finovators is a full digital agency based in Lahore working for the digital service offerings for the financial services sector. As digital business & technology specialists, Finovators offers both product and service offering to its consumers looking for personal finance products including banking, insurance and telecom.
Role Title: Personal Finance AdvisorNo of Vacancies: 2 (1 for Banking, 1 for Insurance)
- Establishing through understanding of products in both Banking and Insurance
- Conducting product research and data analysis
- To gather and document specific feature requirements from internal functions / external partners & assisting in enabling these features into company's products
- Advising customers on motor, travel, life & health insurance products
- Advising customers on retail banking products & helping them to acquire a product of their need
- Liaising with partners and customers through online interfaces, email and via phone calls
- Finding the best banking & insurance product deals available made about their needs
- Managing customer sales leads cycle and following up on all potential leads
- Defining and reporting on weekly, monthly and quarterly KPIs and targets
- Advising clients on payments to acquire a product
- Maintaining CRM with the up-to date and relevant customer administrative records
- Dealing with a range of customers on a daily basis and handling anything from general enquiries
- Demonstrates expert knowledge of products and business areas, including Banking Accounts, Personal Loans, Car Loans, Home Loans, Credit Cards, General Retail Insurance (Car Insurance, Travel Insurance, Health Insurance)
Required Qualifications & Skills
- A Master’s degree with a focus on Banking, Finance and Insurance or BBA (Banking & Finance or Insurance)
- Knowledge of the Banking/Finance industry.
- Excellent communication and organization skills.
- Ability to communicate equally well with senior management.
- Being computer literate.
- Strong oral and written communication ability
- Being professional, flexible and ability to manage multi-tasking
- Resolving problems.
- Being driven and positive.