HDFC Life is Hiring for Financial Consultant Roles. Here is everything that you need to know about this post!
HDFC Life job Overview
- Company – HDFC Life
- Role – Financial Consultant
- Qualification – Bachelor’s Degree
- Location – Bangalore, Mumbai, Chennai, Haryana
- Experience – 1+ years
JOB DESCRIPTION
We are seeking a skilled and motivated Financial Consultant to join our team at HDFC Life. As a Financial Consultant, you will provide expert financial advice and solutions to our clients, helping them achieve their financial goals. This is a full-time position based in Mumbai, Maharashtra, India, and requires 1 to 3 years of relevant experience.
Roles and Responsibilities:
- Conduct comprehensive financial analyses of client portfolios, including assessing risk tolerance, investment objectives, and asset allocation strategies.
- Provide personalized financial planning advice to clients, taking into account their long-term financial goals and current financial situation.
- Recommend suitable insurance and investment products based on clients’ needs and objectives, assist clients in the application and underwriting process for insurance and investment products.
- Stay updated on market trends, economic developments, and financial regulations to provide accurate and up-to-date advice to clients.
- Collaborate with other financial professionals, such as tax consultants and estate planners, to offer comprehensive financial solutions to clients.
- Achieve individual sales targets and contribute to the overall growth and success of the company.
BASIC QUALIFICATIONS AND SKILLS
- Bachelor’s degree in Finance, Economics, or related field.
- 1 to 3 years of experience in financial consulting or a related role.
- Strong knowledge of insurance and investment products.
- Excellent interpersonal and communication skills, ability to build and maintain client relationships.
- Analytical mindset and attention to detail.
- Professional certification, such as CFP or CFA, is a plus.
- Proficiency in MS Office and financial planning software.
Apply link
For Bangalore – CLICK HERE
For Mumbai – CLICK HERE
For Chennai – CLICK HERE
For Haryana – CLICK HERE
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Disclaimer: The Recruitment Information provided above is for informational purposes only. The above Recruitment Information has been taken from the official site of the Organisation. We do not provide any Recruitment guarantee. Recruitment is to be done as per the official recruitment process of the company or organization posted the recruitment Vacancy. We don’t charge any fee for providing this Job Information.