- Provide financial assistance to client in term of loss or death.
- Analyze various financial services and solutions to ensure achievement of all financial targets
- Coordinate with clients to analyze requirements and design customized financial strategies.
- Develop and maintain relationships with clients and generate business for organization.
- Manage all invoices and prepare monthly and weekly reports for same.
- Assist customer in all inquiries on phone.
- Maintain effective relationships with customers and ensure fulfillment of requirements.