Financial Advisor (Sales Mikro Banking) - Sinjai

Join Adhitama Mitra Nusantara as a Financial Advisor (Sales Mikro Banking) in Sinjai, Sulawesi Selatan and play a pivotal role in driving financial inclusion and empowering local communities. This is a unique opportunity to build a rewarding career while making a tangible impact on the lives of individuals and businesses in the region.

As a Financial Advisor, you will be at the forefront of helping clients navigate the world of financial services, offering tailored solutions to meet their unique needs. Leveraging your expertise in financial products and your strong interpersonal skills, you will establish trust and build long-lasting relationships with clients, guiding them towards financial stability and growth.

In this role, you will work closely with the Sales Mikro Banking team, utilizing tools such as CRM systems and financial modeling software to effectively manage client relationships and sales pipelines. You will also have the opportunity to collaborate with other departments, including marketing and operations, to ensure seamless delivery of financial services.

📋 Tanggung Jawab Pekerjaan

• Identify and prospect potential clients within the target market, focusing on underserved communities.
• Provide personalized financial advice and product recommendations to clients, based on their financial goals and needs.
• Assist clients in completing application forms and documentation for financial products such as savings accounts, loans, and insurance.
• Monitor and manage client accounts, ensuring timely follow-ups and addressing any concerns or issues.
• Conduct regular reviews of client financial portfolios to identify opportunities for growth and provide tailored advice.
• Collaborate with the marketing team to develop and implement sales strategies and promotional campaigns.
• Utilize CRM systems and financial modeling software to track client interactions, sales pipelines, and performance metrics.
• Stay up-to-date with industry trends, regulatory requirements, and new financial products to provide informed advice to clients.

🎓 Kualifikasi & Syarat

• Bachelor's degree in Finance, Business Administration, or a related field.
• Minimum of 3 years of experience in financial services, preferably in sales or advisory roles.
• Strong knowledge of financial products and services, including savings accounts, loans, and insurance.
• Excellent interpersonal and communication skills, with the ability to build trust and establish long-lasting relationships with clients.
• Proficient in using CRM systems and financial modeling software, such as Salesforce or Microsoft Dynamics.
• Ability to work independently and as part of a team in a fast-paced environment.
• Strong analytical and problem-solving skills, with the ability to think critically and make sound financial recommendations.
• Fluent in both English and Indonesian languages.

🛠️ Keahlian

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