Insurance Advisor

Company Description

HDFC ERGO General Insurance Company Limited, a subsidiary of HDFC Bank Limited, offers a comprehensive range of general insurance products. These products cater to both retail (motor, health, travel, home, and personal accident) and corporate (property, marine, and liability) markets. With an extensive branch network and a dedicated 24x7 support team, the company is committed to providing seamless customer service and innovative insurance solutions. As part of the Munich Re Group's ERGO International AG, HDFC ERGO leverages global expertise to serve its customers effectively.

Role Description

This is a full-time remote role for a Financial Advisor. The Financial Advisor will be responsible for providing financial planning and advisory services to clients. This includes developing customized financial plans, advising on investments, retirement planning, and other financial matters. The Financial Advisor will also be expected to maintain a high level of service and assistance to clients regarding their financial needs and goals. Additionally, regular monitoring and updating of client portfolios to align with their objectives will be a key task.

Qualifications

• Experience in Financial Planning and Financial Advisory
• Knowledge of Finance, Investments, and Retirement Planning
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work independently and remotely
• Bachelor's degree in Finance, Economics, Business Administration, or related field
• Certification in financial planning (e.g., CFP) is a plus