Financial Consultant

BFSI Jobs · recruiting for a confidential client

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Listing updated

Pay
₹40,000–70,000 a month
Location
Kochi, Kerala
Work mode
On-site
Job type
Full time
Experience
2–5 yrs
Category
Finance

In hand: about ₹36,000–63,100 a month after PF and income tax (estimate). How it's worked out

Join our client as a Financial Consultant, focusing on insurance solutions. Ideal for seasoned professionals passionate about client service.

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About the role

As a Financial Consultant, you will play a crucial role in guiding clients towards tailored insurance solutions that best meet their needs. Your daily responsibilities will include assessing client requirements, recommending suitable products, and nurturing strong client relationships. This role is ideal for professionals who thrive in a dynamic environment and are passionate about helping clients secure their financial futures.

You will work alongside a committed team focused on delivering exceptional client satisfaction. The ideal candidate should have a solid understanding of insurance products and a proven history of successful client engagements, making a meaningful impact in clients' lives.

What you'll do

  • Assess clients' financial needs
  • Recommend suitable insurance products
  • Manage and nurture client relationships
  • Stay updated on industry trends

What you'll need

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

Skills

Excellent communication Customer service orientation Knowledge of insurance products

Good to have

Negotiation skills Analytical thinking

Benefits

  • Health insurance
  • Performance bonuses
  • Professional development opportunities

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?
You will assess client needs, recommend suitable insurance products, and manage ongoing client relationships.
What qualifications are needed for this role?
A degree in finance or a related field, along with relevant experience in insurance sales is preferred.
Is this position remote or onsite?
This is an onsite position based in Vytilla, Kochi.
What is the salary range for this role?
The salary ranges between INR 40,000 to INR 70,000 monthly, 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

₹40,000–70,000 a month

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