With over 8 years as a Freelancer in Loans & Investments, I excel in financial analysis and client relations, adeptly matching clients with optimal financial products. My expertise includes credit analysis and effectively resolving complaints, ensuring client satisfaction. Proven track record in enhancing product knowledge and streamlining documentation processes, I bring valuable experience and a proactive approach to meet employer-specific needs.
To provide assistance to clients purchasing financial products as per the customers requirements Discussing financial goals with clients, recommending products and services, providing information about insurance policies & mutual funds.