Financial Advisor

Company Description

HDFC Sales Private Limited, a subsidiary of HDFC Bank Ltd, is designed to offer doorstep service to prospective clients of the HDFC group. Specializing in financial management solutions for individuals, the company provides a range of products such as Home Loans, Life Insurance, and General Insurance. HDFC Sales is dedicated to assisting clients in achieving their financial goals through personalized and efficient service.

Role Description

This is a full-time on-site role for a Financial Services Advisor located in Visakhapatnam Rural mandal. The Financial Services Advisor will be responsible for providing comprehensive financial planning and advisory services to clients. Daily tasks include assessing clients' financial needs, creating customized financial plans, advising on investments, and assisting with retirement planning. The role involves direct interaction with clients to ensure they receive tailored financial advice and support.

Qualifications

• Financial Planning and Retirement Planning skills
• Knowledge of Finance and Investments
• Experience in providing Financial Advisory services
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Experience in the financial services industry is a plus
• Bachelor's degree in Finance, Economics, Business Administration or related field

Products

• Life Insurances
• Health Insurances
• Saving Accounta
• Fixed Deposits
• Credit Cards
• Personal Loan
• Business Loan