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HDFC Life
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Financial Consultant

Financial Consultant

HDFC Life

0 years

0 Lacs

pune maharashtra india

Posted:23 hours ago| Platform:

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Skills Required

development finance plc outreach network planning strategies monitoring communication certification

Work Mode

On-site

Job Type

Full Time

Job Description

Company Description

HDFC Life, one of India’s leading private life insurance companies, offers a diverse range of individual and group insurance solutions tailored to meet various customer needs such as Protection, Pension, Savings, Investment, and Health. As a joint venture between Housing Development Finance Corporation Limited (HDFC) and abrdn plc, HDFC Life provides customizable plans with optional benefits known as riders. With approximately 500 branches in India and outreach in over 900 cities and towns, HDFC Life boasts a robust network and a strong base of Financial Consultants. For more information, please visit our website, www.hdfclife.com.

Role Description

This is a Part-time on-site role for a Financial Consultant, located in Bangalore. The Financial Consultant will be responsible for providing clients with financial planning advice, devising investment strategies, and assisting in retirement planning. Day-to-day tasks include analyzing clients' financial statuses, guiding clients toward financial goals, and recommending various investment opportunities. The role also involves continuous client consultation and monitoring the financial market trends to provide expert financial advice.

Qualifications

Financial Planning, Retirement Planning skills
Knowledge of Investments and Finance
Strong Analytical Skills
Excellent communication and interpersonal skills
Ability to work independently and maintain client relationships
Bachelor's degree in Finance, Economics, or related field
Professional certification (e.g., CFP, CFA) is a plus
Experience in the insurance or financial services industry is beneficial

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HDFC Life

Insurance

Mumbai Maharashtra

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Financial Consultant