Company Description We suggest you enter details here. Role Description This is a full-time on-site role for a Financial Consultant/Life Advisor/Team Leader at HDFC Life Insurance Company Ltd., located in Sirsi. The individual in this role will be responsible for providing financial planning and investment advice, analyzing financial data, creating retirement plans, and leading a team of advisors. Day-to-day tasks will include client consultations, preparing financial reports, and ensuring compliance with financial regulations. Qualifications Financial Planning, Investments, and Retirement Planning skills Strong Finance and Analytical skills Excellent written and verbal communication skills Leadership and team management abilities Ability to work independently Bachelor's degree in Finance, Economics, Business Administration, or related field Relevant certifications (e.g., CFP, CFA) are a plus
Company Description We suggest you enter details here. Role Description This is a pary-time (commission basis) remote role for an Insurance Agent at HDFC Life Insurance Company Ltd. The Insurance Agent will be responsible for selling insurance policies, managing customer portfolios, and providing excellent customer service. The day-to-day tasks include identifying customer needs, explaining various insurance products, handling claims, and ensuring compliance with regulatory requirements. The Insurance Agent will also manage relationships with clients and provide them with personalized advice on their insurance needs. Qualifications Skills in Insurance Sales, Insurance, and Insurance Brokerage Experience in Finance and Customer Service Strong communication and interpersonal skills Ability to work independently and remotely Experience in the insurance industry is a plus Bachelor's degree in Business, Finance, or related field.
Company Description We suggest you enter details here. Role Description This is a full-time or part time on-site role for a Financial Advisor located in Kakkanad . The Financial Advisor will be responsible for providing financial planning and investment advisory services to clients. The daily tasks include assessing clients financial situations, developing tailored financial plans, and conducting retirement planning. The Financial Advisor will also be responsible for building and maintaining a client base, updating client information, and keeping up-to-date with financial markets and regulations. Qualifications Proficiency in Financial Planning and Finance Experience in Retirement Planning and Investments Strong Financial Advisory skills Excellent interpersonal and communication skills Ability to work independently and as part of a team Relevant certifications such as CFP (Certified Financial Planner) or equivalent is a plus Bachelor's degree in Finance, Economics, Business Administration, or related field
Company Description HDFC Life, a leading private life insurance company in India, offers a variety 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 prominent provider of financial services in the United Kingdom. HDFC Life's product portfolio addresses diverse customer needs including protection, pension, savings, investment, and health. The company operates around 500 branches across India, reaching customers in over 900 cities and towns, and has a liaison office in Dubai. Role Description This is a full-time on-site role for an Associate located in Kolkata. The Associate will be responsible for day-to-day tasks including managing customer relationships, processing insurance applications, handling policy inquiries, and maintaining accurate records. The role requires active communication and collaboration with internal teams to ensure high-quality service delivery. The Associate will also assist in resolving customer issues and ensuring customer satisfaction. Qualifications Customer Relationship Management and Communication skills Experience in processing insurance applications and handling policy inquiries Attention to detail and ability to maintain accurate records Problem-solving and customer service skills Proficiency in office software and CRM systems Ability to work independently and as part of a team Experience in the insurance or financial services industry is a plus Bachelor's degree in Business, Finance, or related field
Company Description HDFC Life Insurance Company Limited, established in 2000 and headquartered in Mumbai, stands as one of India's premier private-sector life insurers. The company is a key subsidiary of the HDFC Bank group and is regulated by the Insurance Regulatory and Development Authority of India (IRDAI). HDFC Life offers a comprehensive and diverse portfolio designed to address the entire spectrum of customers' life stage needs, including Protection (Term plans like Click 2 Protect Supreme), Savings (Guaranteed plans like Sanchay Plus), Investment (ULIPs), Pension, Annuity, and Health solutions. A strong indicator of the company's reliability is its consistently high Claim Settlement Ratio (CSR), which stood at 99.50% (by number of policies) for the fiscal year 2023-24, reinforcing its commitment to policyholders and their families. The company leverages an extensive distribution network, including its own branches, a strong force of agents, and strategic bancassurance partnerships with banks, ensuring widespread accessibility across India. Role Description This is a full-time hybrid role for an Insurance Advisor based in Kanpur, with some work-from-home flexibility. The Insurance Advisor will be responsible for understanding client needs and offering tailored financial and insurance solutions. Daily tasks include building and maintaining relationships with clients, providing expert consultation on insurance products, assisting clients in selecting the most suitable plans, and ensuring a high level of customer service. Additionally, the role entails goal-oriented sales planning and maintaining compliance with company policies. Qualifications Strong foundational knowledge in Insurance and Finance fields Experience in Consulting and providing insights for financial planning and risk management Excellent Customer Service and Communication skills Ability to build trust and long-term professional relationships Relevant industry certifications and/or bachelor's degree in Finance, Business, or related fields are advantageous Proficiency in using CRM tools and general computer applications Motivated and target-oriented with the ability to work independently and in a team environment