financial consultant
Found in: Whatjobs IN C2 - 1 week ago
Company Overview
HDFC Life is one of Indias leading private life insurance companies, offering a wide range of individual and group insurance solutions. As a joint venture between Housing Development Finance Corporation Limited (HDFC) and abrdn plc, we have a strong foundation in both housing finance and financial services. With a diverse portfolio of products and a wide reach across India, we are committed to serving our customers' needs and providing them with customized financial solutions.
Job Overview
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.
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.
- Ability to work independently and as part of a team.
- Proficiency in MS Office and financial planning software.
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.
- Monitor and review client portfolios on an ongoing basis, making adjustments and providing recommendations as needed.
- Build and maintain strong client relationships through regular communication and exceptional customer service.
- 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.
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Mumbai, India HDFC Life Full timeCompany OverviewHDFC Life is one of Indias leading private life insurance companies, offering a wide range of individual and group insurance solutions. As a joint venture between Housing Development Finance Corporation Limited (HDFC) and abrdn plc, we have a strong foundation in both housing finance and financial services. With a diverse portfolio of...
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