Financial consultant/Life advisor/team leader

Company Description

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Role Description

This is a full-time on-site role for a Financial Consultant/Life Advisor/Team Leader at HDFC Life Insurance Company Ltd., located in Sirsi. The individual in this role will be responsible for providing financial planning and investment advice, analyzing financial data, creating retirement plans, and leading a team of advisors. Day-to-day tasks will include client consultations, preparing financial reports, and ensuring compliance with financial regulations.

Qualifications

• Financial Planning, Investments, and Retirement Planning skills
• Strong Finance and Analytical skills
• Excellent written and verbal communication skills
• Leadership and team management abilities
• Ability to work independently
• Bachelor's degree in Finance, Economics, Business Administration, or related field
• Relevant certifications (e.g., CFP, CFA) are a plus