Financial Sales Consultant

Company Description

HDFC Life is one of India’s leading private life insurance companies, offering a range of individual and group insurance solutions. It is a joint venture between Housing Development Finance Corporation Limited (HDFC) and abrdn plc. HDFC Life’s portfolio includes products for Protection, Pension, Savings, Investment, and Health, with options to customize plans using riders. The company has about 500 branches in India and a liaison office in Dubai, serving customers in over 900 cities and towns. HDFC Life has a strong base of Financial Consultants and a significant presence in its markets.

Role Description

This is a part-time hybrid role for a Financial Sales Consultant located in Kharagpur, with some work from home acceptable. The Financial Sales Consultant will be responsible for engaging with clients to provide financial planning and investment advice, understanding clients’ retirement planning needs, and analyzing financial data to recommend suitable products. The role involves meeting sales targets, maintaining customer relationships, and ensuring compliance with company policies.

Qualifications

• Skills in Financial Planning and Investments
• Proficiency in Finance and Analytical Skills
• Experience in Retirement Planning
• Excellent communication and interpersonal skills
• Ability to work independently and in a hybrid work environment
• Bachelor’s degree in Finance, Economics, or related field
• Certification in financial planning or related field is a plus
• Retired persons, Housewife, Financial Distributors also can apply