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Financial Advisor
2 weeks ago
Company Description
HDFC Life, a joint venture between Housing Development Finance Corporation Limited (HDFC) and abrdn plc, is one of India's leading private life insurance companies. The company offers a wide range of individual and group insurance solutions, including Protection, Pension, Savings, Investment, and Health plans. HDFC Life currently has 37 retail and 8 group products, along with 9 optional riders, catering to diverse customer needs. The company has a vast presence with about 500 branches across India, reaching over 900 cities and towns, and has established a liaison office in Dubai.
Role Description
This is a full-time on-site role for a Financial Advisor located in Gwalior. The Financial Advisor will be responsible for assisting clients with financial planning, retirement planning, and investment advice. Key tasks include assessing clients' financial situations, developing financial plans, recommending investment strategies, and providing ongoing financial advisory services. The role involves maintaining strong relationships with clients to help them achieve their financial goals.
Qualifications
- Expertise in Financial Planning and Finance
- Skills in Retirement Planning and Investments
- Experience in providing Financial Advisory services
- Strong analytical and problem-solving abilities
- Excellent communication and interpersonal skills
- Ability to work independently and collaboratively
- Bachelor's degree in Finance, Economics, or related field
- Relevant certification such as CFP (Certified Financial Planner) is a plus
- Experience in the insurance industry is an advantage
