Financial Consultant

BFSI Jobs · recruiting for a confidential client

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Listing updated

Pay
₹50,000–80,000 a month
Location
Delhi, Delhi
Work mode
Hybrid
Job type
Full time
Experience
2–5 yrs
Category
Finance

In hand: about ₹45,000–72,100 a month after PF and income tax (estimate). How it's worked out

Our client is seeking an experienced Financial Consultant to join their team. The ideal candidate will provide expert advice on insurance products and strategies to help clients achieve their financial goals.

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About the role

As a Financial Consultant, you will assess client needs and provide tailored insurance solutions. This role involves collaborating with clients to develop comprehensive financial plans that include various insurance products. Ideal candidates will possess a strong background in insurance and financial consulting, with a passion for helping clients secure their financial futures.

Joining our client's team means being part of a dynamic environment that values expertise and strong client relationships. You will receive ongoing training and development opportunities to enhance your skills and advance your career in the finance industry.

What you'll do

  • Assess client needs and provide insurance solutions
  • Develop comprehensive financial plans
  • Maintain strong client relationships
  • Stay updated on industry trends and products
  • Collaborate with team members on client strategies

What you'll need

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

Skills

Expertise in insurance products Strong analytical skills Excellent communication abilities

Good to have

Sales experience Understanding of investment strategies

Benefits

  • Competitive salary and performance bonuses
  • Ongoing training and professional development
  • Flexible work environment

Interested in this role?

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

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Questions about this job

What are the primary responsibilities of this role?
You will assess client needs, provide tailored insurance solutions, and develop comprehensive financial plans.
What qualifications are needed for this position?
Candidates should have a degree in finance or a related field, along with relevant insurance experience.
Is this role remote or onsite?
The position is hybrid, allowing for both remote work and in-office collaboration.
What is the salary range for this role?
The salary ranges from INR 50,000 to INR 80,000 per month, depending on experience.
How can 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

₹50,000–80,000 a month

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