Answering client questions about financial plans

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Answering client questions about financial plans, strategies and giving financial advise o Help clients plan for short term and long term goals such as education expenses, retirement o Recommend investment plan to match client goals o Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns or financial performance necessitate changes in their plan o Analyzing financial data received from clients to develop strategies for meeting clients financial goals o Preparing or interpreting financial document summaries, investment performance reports and income projections for clients o Implementing financial plans or referring clients to professionals who can help them o Managing and updating client portfolios o Contacting clients regularly to discover changes in their financial status o Building and maintaining client base UNITED BANK FOR AFRICA (UBA) April 15th, 2019 –October 14th, 2019 MUTUN BIYU BUSNIESS OFFICE, GASSOL, TARABA STATE JOB TITLE: SALES OF BANK PRODUCTS AND SERVICES (6 MONTHS INTERNSHIP) DUTIES AND RESPONSIBILITIES o Selling of bank products to prospective and existing customers o Prospecting and identifying new leads and pitching to prospective and existing customers o Strategist and implementing ways to achieve sales targets for the bank o Providing bank service to prospective and existing customers
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