Financial Advisor

Company Description

HDFC Life is one of India’s leading private life insurance companies, offering a comprehensive range of individual and group insurance solutions. It is a joint venture between Housing Development Finance Corporation Limited (HDFC), India’s top housing finance corporation, and abrdn plc, a prominent financial services provider in the UK. With over 500 branches across India and a presence in more than 900 cities and towns, HDFC Life has a vast network and strongly established market presence. The company provides customizable insurance products to address diverse needs, including protection, pension, savings, investment, and health. HDFC Life aims to deliver comprehensive financial solutions and peace of mind to its customers.

Role Description

This is a part-time on-site role for a Financial Advisor located in Vadodara. The Financial Advisor will provide financial advisory services to clients, assisting them in areas such as financial planning, investment strategies, and retirement planning. Responsibilities include analyzing clients' financial needs, offering tailored solutions, educating clients about financial products, and helping them select appropriate insurance and investment options. The role also involves maintaining strong relationships with clients, staying updated with market trends, and ensuring exceptional customer support.

Qualifications

• Strong understanding of Financial Planning and Finance principles
• Knowledge of Retirement Planning and Investments
• Experience in Financial Advisory or related client-focused roles
• Excellent interpersonal, communication, and consultation skills
• Ability to analyze financial data and craft customized solutions
• A bachelor's degree in finance, economics, business, or a related field
• Certifications such as CFP (Certified Financial Planner) or equivalent, preferred
• Proficiency in using financial and planning tools is a plus