About the role
As a Financial Consultant, you will analyze clients’ financial situations and recommend appropriate insurance products tailored to their needs. You will conduct thorough assessments to identify risks and develop strategies that help clients protect their assets.
In this role, you will be responsible for maintaining client relationships, providing exceptional service, and conducting regular follow-ups to ensure client satisfaction. This position suits someone with a client-first approach and the ability to articulate complex financial concepts simply and effectively.
What you'll do
- Analyze clients' financial situations.
- Recommend suitable insurance products.
- Maintain and nurture client relationships.
- Conduct regular follow-ups with clients.
What you'll need
- Bachelor’s degree in finance or insurance.
- 3+ years of experience in financial consulting.
- IRDAI certification is a plus.
Skills
Excellent communication skills
Strong analytical abilities
Client relationship management
Good to have
Sales experience in insurance products
Understanding of financial markets
Benefits
- Flexible working hours.
- Performance-based incentives.
- Ongoing training and professional development.
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 qualifications are preferred for this role?
A degree in finance or related field and relevant certifications like IRDAI are preferred.
Will I work remotely?
The role is hybrid, allowing flexibility in work location between office and home.
What is the expected salary range?
The salary range is between INR 50,000 and INR 90,000 per month based on experience.
Listing last updated