Senior Financial Consultant

✅ Explain financial plans clearly to clients

✅ Maintain ongoing client relationships

✅ Support execution of insurance & investment recommendations

✅ Coordinate documentation for mutual funds, insurance, and onboarding

✅ Assist clients with implementation queries

✅ Track plan progress and follow-ups

✅ Conduct periodic client reviews

✅ Ensure client satisfaction and retention

✅ Coordinate with internal teams for execution

✅ Maintain accurate client records