Finance Consultant - Per direct in England

Finance Consultant - Per direct in England

England Full-Time 27000 - 27000 £ / year (est.) No working from home possible
LJ Recruitment Limited

At a Glance

  • Tasks: Identify sales opportunities and deliver top-notch customer service in a dynamic banking environment.
  • Company: Join the State Bank of India UK, a leader in banking services.
  • Benefits: Competitive salary, full-time hours, and a supportive team culture.
  • Other info: Exciting career growth opportunities in a vibrant office setting.
  • Why this job: Make a real difference by helping clients with their banking needs.
  • Qualifications: Strong communication skills and a passion for customer service.

The predicted salary is between 27000 - 27000 £ per year.

Job Responsibility

  • Identifies and pursues sales opportunities through client referrals, SBI internal networks, corporate relationships, and personal network.
  • Delivers superior customer service, promptly handling all calls and emails received; fosters strong customer relations and actively promotes State Bank of India UK as the preferred provider of banking services.
  • Establishes and maintains the highest level of customer care and delivery standards, ensuring customer queries and complaints are addressed in a prompt and amenable manner, and, where applicable, directed to the relevant department on the client's behalf.
  • Identifies and pursues opportunities to cross-sell products and services to existing clients, through regular telephone and/or face-to-face contact and ongoing relationship building.
  • Fosters and maintains a welcoming, professional and service-oriented atmosphere within the banking hall.
  • Supports the branch's business development initiatives by promoting and attending business development and sales events.
  • Processes 'new account' applications, including NRI, postal service and other miscellaneous service requests.
  • Prepares the DCS for service requests.
  • Handles all postal service requests.
  • Prepares the AML Risk Matrix and checklists for account opening.
  • Responsible for logging and maintenance of the postal register.
  • Designated as cover for the alternate Personal Banker position as and when required.
  • Operates cash, attends to customers and maintains the cash register, ensuring compliance with the policies and procedures of the bank.
  • Processes Remittances.
  • Maintains the AML format for Cash of more than £9000 on a daily basis.
  • Dispatches cheques for remittances.
  • Provides cover for clerical staff as and when required.
  • Undertakes any other responsibility as delegated by the Area Branch Manager or designated senior officer.

Person Specification

  • Identifies and develops opportunities; innovates and makes things happen.
  • Self-driven and self-reliant - sets aims and targets, and leads by example.
  • Results-oriented.

Finance Consultant - Per direct in England employer: LJ Recruitment Limited

As a Registered Manager at our children's residential home in Walsall, you will be part of a supportive and nurturing work culture that prioritises the well-being and development of both staff and children. We offer competitive salaries, including a generous welcome bonus, along with ample opportunities for professional growth and training to enhance your skills in this rewarding field. Join us in making a meaningful impact in the lives of young people while enjoying a fulfilling career in a vibrant community.

LJ Recruitment Limited

Contact Details:

LJ Recruitment Limited Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Finance Consultant - Per direct in England

Tap into Campus Networks

If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.

Get Certified

Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.

Connect on Professional Platforms

Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.

Apply Directly and Be Proactive

Don’t shy away from reaching out directly to firms like LJ Recruitment Limited. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.

We think you need these skills to ace Finance Consultant - Per direct in England

Sales Skills
Customer Service
Relationship Building
Communication Skills
Problem-Solving Skills
Attention to Detail
Cash Handling

Some tips for your application 🫡

Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.

Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to LJ Recruitment Limited.

Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.

Research and Reflect:Before hitting that 'apply' button on LJ Recruitment Limited's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

How to prepare for a job interview at LJ Recruitment Limited

Brush Up on Financial Analysis Skills

Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with LJ Recruitment Limited.

Prepare for Case Studies

Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.

Show Your Passion for Finance

Since this is a full-time position, employers at LJ Recruitment Limited will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

Network with Industry Professionals

Before your interview, reach out to current or former LJ Recruitment Limited employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.