About the role
As a Financial Consultant, you will provide expert financial advice and solutions to clients, focusing on insurance products that best suit their needs. You will assess client financial situations, develop tailored strategies, and support them in achieving their financial goals. This role is ideal for individuals with a passion for helping others and a strong understanding of the insurance market. Our team offers a collaborative environment with ongoing training and the opportunity to grow your career in the financial services industry.
What you'll do
- Provide financial advice to clients
- Assess client financial situations
- Develop tailored insurance strategies
- Maintain ongoing client relationships
What you'll need
- Bachelor's degree in Finance or related field
- 2-5 years of experience in insurance or financial services
- Strong communication skills
Skills
Knowledge of financial products
Strong analytical skills
Excellent interpersonal skills
Good to have
Experience with CRM software
Certifications in finance or insurance
Benefits
- Competitive salary
- Performance bonuses
- Health insurance
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 key responsibilities of this role?
You will assess client needs, provide tailored financial advice, and manage ongoing client relationships.
What qualifications are required?
Candidates should have a degree in finance or a related field, along with relevant experience in insurance.
What is the work mode for this position?
This is an onsite position located in MG Road, Kochi.
Can fresh graduates apply?
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