Financial Consultant

Career In Bank · recruiting for a confidential client

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Listing updated

Pay
₹40,000–70,000 a month
Location
Dehradun, Uttarakhand
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 to provide tailored insurance solutions, enhancing client financial security and growth.

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About the role

As a Financial Consultant, you will assess clients' financial needs and recommend insurance products that align with their goals. Your expertise will help clients navigate complex financial decisions, ensuring they are well-informed and confident in their choices.

This position is ideal for driven professionals who enjoy building relationships and have a passion for helping others secure their financial future. You will collaborate with a supportive team that values continuous learning and personal development.

Your contributions will directly impact clients' lives, making this role both rewarding and challenging. If you have a knack for customer service and a deep understanding of financial products, we encourage you to apply and become a part of a dynamic environment focused on excellence and client satisfaction.

What you'll do

  • Assess clients' financial needs and provide tailored insurance solutions.
  • Build and maintain strong relationships with clients.
  • Stay updated on industry trends and product offerings.
  • Collaborate with the team to enhance service delivery.

What you'll need

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

Skills

Strong analytical and problem-solving skills. Proficiency in financial planning software. Excellent verbal and written communication skills.

Good to have

Knowledge of investment products. Experience in client relationship management.

Benefits

  • Competitive salary and performance-based incentives.
  • Health and wellness benefits.
  • Continuous training and professional development opportunities.

Interested in this role?

It takes about two minutes. Free to apply — Career In Bank never asks candidates for money.

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Questions about this job

What are the main responsibilities of this role?
You will assess clients' financial needs, recommend appropriate insurance products, and maintain strong client relationships.
Is this position remote or onsite?
This is an onsite position based in Civil Lines, Dehradun.
What qualifications are required?
A degree in finance or a related field along with relevant experience in insurance sales is preferred.
What is the salary range for this position?
The salary range is between INR 40,000 to INR 70,000 monthly, depending on experience.
How can I apply for this job?
Click "Apply Now" on this page to apply through Career In Bank. Career In Bank 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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