Financial Consultant

Career In Bank · recruiting for a confidential client

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Listing updated

Pay
₹35,000–70,000 a month
Location
Kakinada, Andhra Pradesh
Work mode
On-site
Job type
Full time
Experience
2–5 yrs
Category
Finance

In hand: about ₹31,400–63,100 a month after PF and income tax (estimate). How it's worked out

Join our client's dynamic team as a Financial Consultant in Kakinada, where you'll provide tailored insurance solutions to clients.

Apply now

About the role

As a Financial Consultant, you will assess clients' financial needs and offer tailored insurance solutions to help them achieve their financial goals. Building long-term relationships with clients is key, as you will provide exceptional customer service and ongoing support.

This role is perfect for individuals who are passionate about guiding others in securing their financial futures and possess a strong understanding of insurance markets. You will have the opportunity to collaborate with other financial professionals and participate in workshops to enhance your skills and knowledge.

Our client fosters a supportive work environment that encourages professional growth and development. If you are results-driven and thrive in a fast-paced setting, this position is an excellent fit for you.

What you'll do

  • Assess clients' insurance needs
  • Provide tailored insurance solutions
  • Maintain client relationships
  • Participate in training and development programs

What you'll need

  • Bachelor's degree in Finance or related field
  • 2+ years of experience in insurance
  • Strong communication skills

Skills

Analytical thinking Customer service Sales skills

Good to have

Knowledge of financial software Project management skills

Benefits

  • Competitive salary
  • Health and wellness benefits
  • Ongoing training opportunities

Interested in this role?

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

Apply now

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Questions about this job

What are the main responsibilities of a Financial Consultant?
You will assess clients' financial needs and offer tailored insurance products.
What is the experience requirement for this role?
Candidates should have 2 to 5 years of experience in the insurance sector.
What is the work mode for this position?
This is an onsite position based in Kakinada.
How can I apply for this role?
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

₹35,000–70,000 a month

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