Financial Service Consultant

Company Description

HDFC Life, one of India’s leading private life insurance companies, offers a range of individual and group insurance solutions. It is a joint venture between Housing Development Finance Corporation Limited (HDFC) and abrdn plc, a leading financial services provider in the UK. The company has an extensive portfolio that meets various customer needs such as Protection, Pension, Savings, Investment, and Health. With about 500 branches in India, HDFC Life reaches customers in over 900 cities and towns. HDFC Life has a strong presence and a robust base of Financial Consultants.

Role Description

This is a full-time on-site role for a Financial Service Consultant located in Kharagpur. The Financial Service Consultant will be responsible for providing expert advice to clients on financial products and solutions, analyzing financial data, preparing reports, and communicating effectively with clients to understand their financial needs. Additional tasks include developing financial plans that suit clients' requirements and offering investment recommendations. The consultant will also need to stay updated with the latest financial trends and regulatory requirements.

Qualifications

• Strong Analytical Skills and Finance knowledge
• Experience in Financial Services and Consulting
• Effective Communication skills
• Ability to work on-site in Kharagpur
• Bachelor's degree in Finance, Economics, Business Administration or related field
• Proficiency in using financial software and tools
• Previous experience in the insurance industry is a plus