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Jobs in vishakhapatnam
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HDFC Sales Private Limited
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Financial Service Advisor

Financial Service Advisor

HDFC Sales Private Limited

0 years

0 Lacs

vishakhapatnam andhra pradesh india

Posted:4 days ago| Platform:

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Skills Required

service management planning finance communication certifications

Work Mode

On-site

Job Type

Full Time

Job Description

Company Description

HDFC Sales Private Limited, a subsidiary of HDFC Bank Ltd, is dedicated to delivering financial management solutions to individuals. The company provides doorstep service to potential clients of the HDFC group, offering products such as Home Loans, Life Insurance, and General Insurance. With a focus on customer service and convenience, HDFC Sales aims to meet the diverse financial needs of its clients.

Qualifications

Proficiency in Financial Planning and providing Financial Advisory services
Knowledge and experience in Finance and Investments
Skills in Retirement Planning and developing investment strategies
Strong analytical and problem-solving abilities
Excellent interpersonal and communication skills
Ability to work independently and as part of a team
Bachelor's degree in Finance, Economics, or a related field is preferred
Relevant certifications such as CFP (Certified Financial Planner) are a plus

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HDFC Sales Private Limited

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Financial Service Advisor