Financial Advisor

Accounting / Finance
  • Accounting / Finance
  • Egypt

wuzzuf.com

Job Description :

Role:This is a frontline hero, the job of a Financial Advisor is to own each customer’s case from start to finish reflecting ambassadorship of the MNZL brand in each transaction with the customer, making sure that any potential customer converts from lead to closing. This role requires someone who is quick on their feet, welcoming and available to answer customer’s queries and with solid financial knowledge to act as a personal consultant for the customer about their finances.ResponsibilitiesOwn each customer’s case from start to finish, from leads management and through the process of loan application and arrange for unit registration if needed until the Loan is fully executed.Follow up with multiple customers on daily basis to ensure SLA is met on each step of the process and the customer is aware of all the updates.Arrange for services to be delivered to customer through following up with back office team members to get each step done on time.Manage payments and billing for each user if needed.Manage appointments, courier pick ups and deliveries and any additional requests made by the customer.Act as an ambassador for the brand and act as the voice of the brand with each customer always delivering consistent service to all customers.Meet customers at the office or outdoor according to business needs.

Job Requirements :

Qualifications & Skills:2 to 3 years of experience in account management in a tech company, banking or financial sector in Egypt.Undergraduate degree in law, business administration or related fields.Proficiency in English and Arabic.Highly skilled in sales.Highly skilled in providing Excellent Customer Experience.Familiarity of the loans and credits regulations in EgyptFamiliarity with the loans process in Egyptian banks and companies.A good understanding of payments and billing cycles is a plus.Legal or paralegal knowledge is a plus.Computer skills, including working knowledge of CRM systems, Notion, Slack and other customer services tools.

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