Financial Consultant

BFSI Jobs · recruiting for a confidential client

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Listing updated

Pay
₹40,000–80,000 a month
Location
Kalyan, Maharashtra
Work mode
On-site
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

We are seeking a motivated Financial Consultant to join our team in Kalyan. The ideal candidate will have a strong background in insurance and a passion for helping clients achieve their financial goals.

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About the role

As a Financial Consultant, you will be responsible for assessing client financial needs and providing tailored insurance solutions. Your day-to-day tasks will include conducting financial assessments, recommending insurance products, and building long-lasting client relationships. This role is suited for individuals with a strong analytical mindset and excellent communication skills. You will work closely with a diverse team to deliver exceptional service and support to clients, ensuring their financial stability and growth.

In this position, you will also engage in continuous learning and professional development, keeping up with the latest industry trends and advancements. This role offers the opportunity to work in a dynamic environment where you can make a meaningful impact on clients’ lives while advancing your career in the insurance sector.

What you'll do

  • Assess client financial needs and risk tolerance.
  • Recommend appropriate insurance products to clients.
  • Build and maintain strong client relationships.
  • Stay updated on industry trends and product offerings.
  • Collaborate with the team to enhance client satisfaction.

What you'll need

  • Bachelor's degree in Finance, Business, or related field.
  • 2-5 years of experience in the insurance industry.
  • Strong analytical and communication skills.

Skills

Strong knowledge of insurance products. Excellent interpersonal and communication skills. Ability to analyze financial data and provide recommendations.

Good to have

Familiarity with financial planning software. Previous experience in sales or client management.

Benefits

  • Competitive salary and performance bonuses.
  • Professional development opportunities.
  • Health and wellness benefits.

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 main responsibilities of a Financial Consultant?
The main responsibilities include assessing client financial needs, recommending insurance products, and building client relationships.
What qualifications are required for this role?
Candidates should have a degree in finance, business, or a related field, along with relevant insurance industry experience.
Is this position onsite or remote?
This is an onsite position located in Shivaji Nagar, Kalyan.
What is the salary range for this role?
The salary range is between INR 40,000 and INR 80,000 per month, depending on experience.
How do I apply for this job?
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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