Financial Sales Consultant

0 years

0 Lacs

Chennai, Tamil Nadu, India

Posted:1 month ago| Platform: Linkedin logo

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Skills Required

development finance plc portfolio planning portfolios communication certifications

Work Mode

On-site

Job Type

Part Time

Job Description

Company Description HDFC Life is a leading private life insurance company in India, offering individual and group insurance solutions. It is a joint venture between Housing Development Finance Corporation Limited (HDFC) and abrdn plc, providing a wide range of financial services. The company's product portfolio includes solutions for Protection, Pension, Savings, Investment, and Health, with customizable plans and optional riders to meet customer needs. Role Description This is a full-time Financial Sales Consultant role located on-site in Chennai at HDFC Life. The Consultant will be responsible for financial planning, investments, finance, analytical skills, and retirement planning. The day-to-day tasks include providing financial advice, analyzing client portfolios, and recommending suitable insurance solutions to meet their financial goals. Qualifications Financial Planning and Investments skillsFinance and Analytical SkillsRetirement Planning expertiseStrong communication and interpersonal skillsAbility to work in a fast-paced environmentBachelor's degree in Finance, Economics, Business, or related fieldRelevant certifications such as CFP or CFA are a plus

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HDFC Life
HDFC Life

Insurance

Mumbai Maharashtra

10001 Employees

109 Jobs

    Key People

  • Suresh T. Kuppuswamy

    Managing Director & CEO
  • Priyanka R. Kanjirath

    Chief Financial Officer

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