CRM System Operation × Industry & Occupation: Business, Finance & Consulting
4 jobs found.
Bank Field Representative
Bank field representatives visit individual and corporate customers to propose and sell financial products such as deposits, loans, and foreign exchange, while also responding to consultations on asset management and fund procurement.
Branch Manager
A managerial position that oversees all aspects of branch operations, including achieving sales targets, budget management, staff development, and customer service at a company's local branches or sales offices.
Securities and Trust Savings Advisor (Securities companies, trust banks, etc.)
A profession that proposes and sells financial products such as securities and trust savings products according to the customer's asset status and needs.
Independent Financial Advisor (IFA)
A professional who supports customers' asset management and life planning from a neutral position independent of financial institutions and proposes the optimal financial products.