financial consultant

4 weeks ago

Mumbai, India HDFC Life Full time

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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