Financial Advisor

0 years

0 Lacs

Ranchi, Jharkhand, India

Posted:2 days ago| Platform: Linkedin logo

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Skills Required

development finance plc portfolio planning communication certifications

Work Mode

Remote

Job Type

Part Time

Job Description

Company Description HDFC Life, one of India’s leading private life insurance companies, offers a range of individual and group insurance solutions. It is a joint venture between Housing Development Finance Corporation Limited (HDFC) and abrdn plc, based in the United Kingdom. HDFC Life’s product portfolio meets various customer needs, including protection, retirement, and health. The company boasts around 500 branches across India, reaching customers in over 900 cities and towns. HDFC Life has a strong base of Financial Consultants and continues to expand its market presence. Role Description This is a part-time hybrid role for a Financial Advisor based in Ranchi, with some work from home acceptable. The Financial Advisor will be responsible for providing expert financial advice, developing financial plans, assisting with retirement planning, offering investment solutions, and conducting financial advisory sessions. The role involves regular interaction with clients to understand their financial goals and tailor services accordingly. Qualifications Skills in Financial Planning and Financial Advisory Expertise in Finance and Investments Experience in Retirement Planning Strong analytical and problem-solving skills Excellent communication and interpersonal skills Ability to work independently and in a hybrid environment Bachelor's degree in Finance, Economics, or related field Relevant certifications (e.g., CFP, CFA) are a plus Show more Show less

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HDFC Life
HDFC Life

Insurance

Mumbai Maharashtra

10001 Employees

109 Jobs

    Key People

  • Suresh T. Kuppuswamy

    Managing Director & CEO
  • Priyanka R. Kanjirath

    Chief Financial Officer

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