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Banking Advisor

Overview, Education, Careers Types, Skills, Career Path, Resources

Banking Advisors offer financial guidance to clients, helping them manage investments, loans, and savings. They need strong communication and analytical skills.

Average Salary

₹4,50,000

Growth

medium

Satisfaction

medium

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Functional Skills

Functional Skills are essential skills that help individuals perform tasks effectively in everyday life, work, and education.

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    Financial Analysis
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    Customer Relationship Management (CRM)
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    Sales and Persuasion
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    Knowledge of Banking Products
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    Regulatory Compliance
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    Communication Skills
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    Problem-Solving
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    Negotiation Skills
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    Time Management
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    Data Analysis
Soft Skills

Communication, teamwork, and critical thinking to ensure seamless project execution.

    Technical Skills

    Technical Skills are specialized abilities and knowledge needed to perform specific tasks or functions.

      Duties and Responsiblities

      Task

      95%

      Provide expert financial advice to clients, helping them achieve their banking and investment goals.

      90%

      Assess clients' financial situations and recommend suitable banking products and services.

      85%

      Develop and maintain strong relationships with clients to understand their evolving needs.

      80%

      Stay updated on banking regulations, market trends, and new product offerings.

      75%

      Ensure compliance with banking policies and procedures while serving clients.

      70%

      Assist clients with account openings, loan applications, and other banking transactions.

      65%

      Resolve client inquiries and complaints promptly and professionally.

      60%

      Identify opportunities to cross-sell and up-sell banking products to existing clients.

      55%

      Prepare and present financial reports to clients, explaining complex information clearly.

      50%

      Participate in training programs to enhance product knowledge and advisory skills.

      Work Activities

      Detailed Work Profile

      Interests