Financial Consultant

BFSI Jobs · recruiting for a confidential client

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Listing updated

Pay
₹40,000–80,000 a month
Location
Amritsar, Punjab
Work mode
Hybrid
Job type
Full time
Experience
2–5 yrs
Category
Finance

In hand: about ₹36,000–72,100 a month after PF and income tax (estimate). How it's worked out

Join a dynamic team as a Financial Consultant, helping clients navigate their insurance needs and financial goals.

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About the role

As a Financial Consultant, you will engage with clients to assess their financial situations and recommend appropriate insurance products. Your role involves building long-lasting relationships, conducting thorough market research, and staying updated on industry trends to provide the best advice. This position is suitable for individuals with a passion for finance and a desire to make a difference in clients' lives. The team offers a supportive environment with opportunities for professional growth and development.

You will be instrumental in developing customized insurance plans that align with clients' financial objectives. Collaboration with various departments will enhance your understanding of financial products and services, enabling you to offer comprehensive solutions. This role is ideal for someone with strong analytical skills and a commitment to client satisfaction.

What you'll do

  • Engage with clients to assess their financial needs and goals.
  • Recommend appropriate insurance products based on client assessments.
  • Conduct market research to stay informed about industry trends.
  • Build and maintain long-term relationships with clients.

What you'll need

  • Bachelor's degree in finance, business, or related field.
  • 2-5 years of experience in insurance or financial consulting.
  • Strong analytical and communication skills.

Skills

Excellent communication and interpersonal skills. Strong analytical and problem-solving abilities. Proficiency in financial analysis and market research.

Good to have

Knowledge of various insurance products. Experience with CRM software.

Benefits

  • Competitive salary with performance-based incentives.
  • Opportunities for professional development and training.
  • Flexible work environment with hybrid options.

Interested in this role?

It takes about two minutes. Free to apply — BFSI Jobs never asks candidates for money.

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Financial Consultant jobs in other cities

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Questions about this job

What are the key responsibilities of a Financial Consultant?
You will assess clients' financial needs, recommend suitable insurance products, and build long-term client relationships.
What qualifications are required for this role?
Candidates should have a degree in finance or a related field and relevant experience in insurance or financial consulting.
Is the position remote or onsite?
The role is hybrid, with the flexibility to work remotely and meet clients onsite as needed.
What is the expected salary range for this position?
The salary ranges from INR 40,000 to INR 80,000 per month, based on experience.
How do I apply for this position?
Click "Apply Now" on this page to apply through BFSI Jobs. BFSI Jobs is recruiting for this role on behalf of a client employer.

Listing last updated

Financial Consultant

₹40,000–80,000 a month

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