Financial Consultant

1 day ago

Gurgaon, Haryana, India HDFC Life Full time ₹ 10,00,000 - ₹ 15,00,000 per year

Company Description

HDFC Life is one of India's leading private life insurance companies, offering a diverse range of individual and group insurance solutions, including protection, pension, savings, investment, and health plans. A joint venture between Housing Development Finance Corporation Limited (HDFC) and abrdn plc, HDFC Life provides customized plans with optional riders to meet various customer needs. With a portfolio comprising 37 retail products, 8 group products, and 9 optional riders, HDFC Life serves customers across 900 cities and towns with a strong presence of around 500 branches in India and a liaison office in Dubai. The company is supported by a solid network of Financial Consultants who drive its mission to provide reliable financial solutions.

Role Description

This is a full-time, on-site role for a Financial Consultant based in Gurgaon. The Financial Consultant will be responsible for assisting clients in achieving their financial goals by providing expert guidance in financial planning, investments, and retirement planning. Daily tasks include assessing clients' financial needs, creating personalized strategies, recommending appropriate insurance and investment products, conducting market analysis, and maintaining strong client relationships to ensure long-term success.

Qualifications

  • Proficiency in Financial Planning, Investments, and Retirement Planning
  • Strong skills in Finance and Analytical Problem-Solving
  • Excellent communication, interpersonal, and client relationship management abilities
  • Ability to provide tailored financial advice and solutions based on individual client needs
  • Relevant certifications in finance or financial planning will be an advantage
  • Good understanding of financial products and the insurance market
  • Bachelor's degree in Finance, Economics, Business Administration, or a related field

  • National Sales Consultant

    2 weeks ago

    Gurgaon, Haryana, India Ameriprise Financial Full time US$ 1,04,000 - US$ 1,30,878 per year

    Utilize and apply technical product expertise and consultation skills to help advisors with Cash and Bank Deposit products (ONE Financial, Sweep, Money Markets, Bank CDs, Savings Account, etc.) by communicating product benefits/features, sales strategies, rules/regulations, and suitability in response to inbound sales calls. Make periodic outbound calls for...

  • Lead Consultant AI

    5 days ago

    Gurgaon, Haryana, India Ameriprise Financial Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    The Lead/Consultant – AI Strategy is a hybrid consulting and strategic role responsible for shaping use cases with business, building POCs/prototypes, evaluating tools/platforms, and supporting early-stage solutioning. Requires strong consulting capability, ability to simplify AI concepts, and excellent PowerPoint storytelling.Key...

  • National Sales Consultant

    1 week ago

    Gurgaon, Haryana, India Ameriprise Financial Services, LLC Full time ₹ 12,00,000 - ₹ 24,00,000 per year

    Utilize and apply technical product expertise and consultation skills to help advisors with Cash and Bank Deposit products (ONE Financial, Sweep, Money Markets, Bank CDs, Savings Account, etc.) by communicating product benefits/features, sales strategies, rules/regulations, and suitability in response to inbound sales calls. Make periodic outbound calls for...

  • Consultant - Financial Model Build

    1 week ago

    Gurgaon, Haryana, India Gridlines Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Gridlines is a rapidly growing financial modelling consultancy practice. We transforming the world of financial modelling, helping our clients to make complex financial decisions quickly and with confidence.We love to work with exciting clients that are making a big impact on the world around us, helping to tackle some of the world's greatest challenges.We...

  • Consultant - Financial Model Audit

    1 day ago

    Gurgaon, Haryana, India Gridlines Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Gridlines is a rapidly growing financial modelling consultancy practice. We transforming the world of financial modelling, helping our clients to make complex financial decisions quickly and with confidence. We love to work with exciting clients that are making a big impact on the world around us, helping to tackle some of the world's greatest challenges. We...

  • Oracle Financial Functional Consultant

    6 days ago

    Gurgaon, Haryana, India Heuristics Informatics Pvt. Ltd. Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    Roles and Responsibilities1.Requirement Gathering: Collaborate with business stakeholders to understand their financial management processes, requirements, and pain points.2.Solution Design: Develop functional designs and solutions that leverage Oracle Fusion Financials modules to address business needs, such as General Ledger, Accounts Payable, Accounts...

  • International Financial Sales Consultant

    6 days ago

    Gurgaon, Haryana, India deVere Group Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    deVere is a sustainable, rewarding, and award-winning company that strives to make a difference in our clients' lives and financial well-being.We are looking for Qualified Wealth Managers who want to join us on our journey of continued growth. Not only can we offer the experience to manage a vast and varied portfolio, but we also offer a plethora of...

  • Financial Consulting Director

    1 week ago

    Gurgaon, Haryana, India RSM US LLP Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You'll...

  • Experienced Financial Advisor

    4 days ago

    Gurgaon, Haryana, India f78128a9-7265-4fed-bae5-b6f609a8baa7 Full time ₹ 10,00,000 - ₹ 1,20,00,000 per year

    deVere Group is one of the world's leading financial advisory organisations, providing high-class, independent financial advice to expatriate clients and investors globally, with over $14 billion under management and more than 100,000 clients in over 100 countries.With 70 offices around the world, the company offers personalised, extensive financial advice...

  • Financial Consulting Associate

    6 days ago

    Gurgaon, Haryana, India RSM US LLP Full time ₹ 40,00,000 - ₹ 80,00,000 per year

    We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You'll...