Financial Sales Consultant

5 days ago

Vadodara, Gujarat, India HDFC Life Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Company Description

HDFC Life, one of India's leading private life insurance companies, offers a wide range of individual and group insurance solutions, catering to various customer needs such as protection, pension, savings, investment, and health. Established as a joint venture between Housing Development Finance Corporation Limited (HDFC) and abrdn plc, the company has a comprehensive product portfolio that includes 37 retail and 8 group products, along with 9 optional riders. HDFC Life has a significant presence with about 500 branches across India, touching customers in over 900 cities and towns, and also has a liaison office in Dubai. The company is known for its strong base of financial consultants and broad market reach.

Role Description

This is a full-time, on-site role for a Financial Sales Consultant located in Vadodara. The Financial Sales Consultant will be responsible for providing financial planning and investment advice to clients, helping them achieve their financial goals. Daily tasks include analyzing clients' financial status, developing personalized financial plans, recommending investments, and providing retirement planning solutions. The role also involves maintaining and growing a client base through effective sales strategies and excellent customer service.

Qualifications

  • graduation
  • Strong knowledge and skills in Financial Planning and Retirement Planning
  • Experience and expertise in Investments and Finance
  • Excellent Analytical Skills
  • Effective communication and interpersonal skills
  • Sales and customer service experience is an advantage
  • Bachelor's degree in Finance, Economics, Business, or related field
  • Relevant certifications such as CFP (Certified Financial Planner) are a plus

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