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HDFC Life
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Financial Consultant

Financial Consultant

HDFC Life

0 years

0 Lacs

ratlam madhya pradesh india

Posted:14 hours ago| Platform:

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Skills Required

development finance plc portfolio planning strategies communication certifications

Work Mode

On-site

Job Description

Company Description

HDFC Life, one of India’s leading private life insurance companies, is a joint venture between Housing Development Finance Corporation Limited (HDFC) and abrdn plc. Offering a diverse range of individual and group insurance solutions, HDFC Life's product portfolio addresses various customer needs such as Protection, Pension, Savings, Investment, and Health. With around 500 branches touching customers in over 900 cities and towns across India, HDFC Life ensures a strong market presence. For more information, please visit our website, www.hdfclife.com.

Role Description

This is a full-time, on-site role based in Ratlam for a Financial Consultant. The Financial Consultant will be responsible for providing tailored financial advice to clients, focusing on insurance and investment products offered by HDFC Life. Daily tasks include analyzing clients’ financial needs, creating comprehensive financial plans, guiding clients through retirement planning, and advising on investment strategies. Developing strong client relationships and maintaining a deep understanding of the financial market will be essential in this role.

Qualifications

Proficiency in Financial Planning and Retirement Planning
Strong background in Investments and Finance
Excellent Analytical Skills
Effective 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, or related field
Relevant certifications (e.g., CFP) are advantageous

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Financial Consultant