Financial Services Consultant

5 years

0 Lacs

Posted:3 months ago| Platform: Linkedin logo

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Work Mode

Remote

Job Type

Full Time

Job Description

Company Description Bajaj Allianz Life Insurance is a joint venture between Bajaj Finserv Limited and Allianz SE, renowned for their diversified financial services and global reach. With an impressive 29% 5-Year CAGR, and managing assets worth INR 1,23,734 Crore, we proudly serve 3.85 Crore lives. Our innovative plans include features such as Zero Allocation Charge ULIP, and term plans for diabetics, complemented by our award-winning WhatsApp Conversational Platform for customer convenience. Our extensive network of 596 branches and over 1.61 Lacs Insurance Consultants contribute to our recognition as a trusted life goals partner and a Great Place to Work. Role Description This is a full-time hybrid role for a Financial Services Consultant located in Bhubaneshwar, with some work from home flexibility. The Financial Services Consultant will be responsible for analyzing financial data, providing consulting services to clients, and delivering tailored financial solutions. Daily tasks include assessing clients' financial needs, suggesting appropriate insurance plans, maintaining client relationships, and ensuring regulatory compliance. Qualifications Strong Analytical Skills to interpret financial data and trends Proficiency in Finance and Financial Services to provide expert advice Experience in Consulting to deliver client-focused solutions Excellent Communication skills for effective client interactions Bachelor's degree in any stream/MBA , Business Administration, or related field Knowledge of the insurance industry is a plus Ability to work independently and in a team environment. Compulsary to attend IRDAI Exam. Monthly Income 25k-30k. As per Insurance Industry. Show more Show less

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