Financial Consultant

Helpline Group
2.0 out of 5 stars
Doha

Job details

Pay

  • Up to QAR 4,000 a month

Job type

  • Permanent
  • Full-time

Location

Doha

Full job description

We are seeking a professional and client-focused Financial Consultant to join our team. The ideal candidate will be responsible for consulting with clients, understanding their financial requirements, presenting suitable solutions, and building long-term business relationships.

Responsibilities:

  • Meet with prospective and existing clients to understand their financial needs and objectives.
  • Provide professional consultation on financial products and services.
  • Generate leads and develop new business opportunities.
  • Build and maintain strong client relationships.
  • Prepare proposals, presentations, and financial recommendations.
  • Follow up with clients and ensure a high level of customer satisfaction.
  • Achieve individual sales and revenue targets.
  • Maintain accurate client records and reports.
  • Stay updated on market trends and financial products.

Requirements:

  • Bachelor's degree in Finance, Business Administration, Commerce, or a related field.
  • 2–5 years of experience in financial consulting, sales, banking, insurance, investments, or a related field.
  • Strong communication, negotiation, and relationship-building skills.
  • Ability to understand client requirements and recommend appropriate solutions.
  • Proven track record of meeting sales or business development targets.
  • Professional appearance and excellent interpersonal skills.
  • Proficiency in Microsoft Office and CRM systems is an advantage.

Pay: Up to QAR4,000.00 per month

Work Location: In person