Financial Consultant

Career In Bank · recruiting for a confidential client

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Listing updated

Pay
₹40,000–70,000 a month
Location
Gwalior, Madhya Pradesh
Work mode
On-site
Job type
Contract
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's team as a Financial Consultant, where you will provide expert advice and tailored financial solutions to clients, helping them manage their finances effectively.

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About the role

As a Financial Consultant, you will engage with clients to assess their financial needs and goals. Your role involves analyzing their financial situations and developing personalized strategies that align with their objectives. This position is ideal for professionals with a solid understanding of the insurance sector, who thrive on direct client interaction to support financial stability.

You will be part of a dynamic team that prioritizes customer relationships and aims to deliver exceptional service. Staying updated on market trends and regulatory changes is crucial, ensuring that your recommendations are both relevant and compliant. Your ability to communicate complex financial concepts clearly and engagingly will be essential for your success in this role.

What you'll do

  • Analyze clients' financial situations and needs
  • Recommend suitable insurance products and services
  • Develop personalized financial plans
  • Maintain strong client relationships and provide ongoing support
  • Stay updated on industry trends and regulatory changes

What you'll need

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

Skills

Analytical thinking Excellent communication Client relationship management

Good to have

Knowledge of financial planning software Experience in customer service

Benefits

  • Competitive salary with performance-based incentives
  • Professional development opportunities
  • Health insurance coverage

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 for this role?
You will analyze clients' financial situations, recommend appropriate insurance products, and help clients create personalized financial strategies.
What experience is required for this position?
We are looking for candidates with 2-5 years of relevant experience in the insurance or finance sectors.
What is the work schedule like?
This is a contract role with typical working hours from 9 AM to 6 PM, onsite at our Gwalior office.
Is there potential for full-time employment later?
Yes, there may be opportunities for full-time roles based on performance and business needs.
What skills are essential for this position?
Strong analytical skills, excellent communication abilities, and a comprehensive understanding of insurance products are essential.

Listing last updated

Financial Consultant

₹40,000–70,000 a month

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