Business, Finance & Consulting × Recommended Skills: CRM Tools
5 matching jobs found.
Corporate Credit Investigator
Corporate credit investigators investigate and analyze companies' financial information and business realities, providing objective credit risk assessments for credit and investment decisions.
Financial Broker
A professional who acts as an intermediary between clients with funding needs from investors or companies and funding providers to establish transactions.
Financial and Insurance Specialist
A profession that utilizes specialized knowledge of financial and insurance products to support customers' asset management and risk management.
Branch Office Manager (Insurance Business)
As the operation manager of an insurance company's branch office (regional branch), comprehensively supervises the achievement of sales targets, staff guidance and development, business management, customer service, and more.
Securities Sales Representative
A sales position that proposes and sells financial products such as stocks, bonds, and investment trusts to individual and corporate customers, and acts as an intermediary in transactions.