Financial Services Consultant

Company Description

HDFC Life is one of India’s leading private life insurance companies, offering a wide range of individual and group insurance solutions. It is a joint venture between Housing Development Finance Corporation Limited (HDFC), India’s leading housing finance institution, and abrdn plc, a leading financial services provider in the United Kingdom. HDFC Life’s product portfolio caters to various customer needs including protection, pension, savings, investment, and health, with the flexibility to customize plans through optional benefits. The company has a broad reach in India with around 500 branches serving customers in over 900 cities and towns, and a liaison office in Dubai.

Role Description

This is a part-time hybrid role for a Financial Services Consultant located in Kanchipuram, where some work from home is acceptable. The Financial Services Consultant will be responsible for providing financial advice, conducting thorough financial analysis, assisting clients in choosing suitable financial products, and offering excellent customer service. The consultant will also handle client consultations, prepare financial plans, and ensure compliance with all regulatory guidelines.

Qualifications

• Analytical Skills and Finance knowledge
• Experience in Financial Services and Consulting
• Strong Communication skills
• Excellent customer service abilities
• Proficiency in regulatory guidelines and compliance
• Bachelor’s degree in Finance, Business, Economics, or a related field
• Prior experience in the insurance or financial services industry is a plus