Financial Consultant

Career In Bank · recruiting for a confidential client

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Listing updated

Pay
₹35,000–70,000 a month
Location
Madurai, Tamil Nadu
Work mode
On-site
Job type
Contract
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

We are seeking a Financial Consultant to provide expert advice on insurance products to clients. This role will involve assessing client needs and recommending suitable solutions.

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About the role

As a Financial Consultant, you will play a vital role in analyzing clients' financial situations and recommending suitable insurance products. Building and maintaining strong client relationships is essential, as you will guide clients in understanding their options and making informed decisions about their insurance needs.

This position is ideal for candidates with a robust background in insurance and excellent communication skills. You will also ensure compliance with all regulatory requirements, contributing to clients' financial well-being and security.

Our client provides a supportive team environment that promotes professional growth and development, making this an excellent opportunity for those looking to advance their careers in finance.

What you'll do

  • Analyze clients' financial needs and provide insurance solutions.
  • Maintain ongoing client relationships and ensure satisfaction.
  • Stay updated on insurance products and regulations.

What you'll need

  • Bachelor's degree in finance, business, or related field.
  • Certification in insurance or financial advisory.
  • Strong analytical and communication skills.

Skills

Excellent communication and interpersonal skills. Strong analytical and problem-solving abilities. Knowledge of insurance products and market trends.

Good to have

Experience with CRM software. Sales experience in the financial services sector.

Benefits

  • Competitive salary with performance bonuses.
  • Professional development opportunities.
  • Health and wellness benefits.

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 qualifications do I need for this role?
A degree in finance, business, or a related field, along with certification in insurance, is preferred.
Is this role remote or onsite?
This position is onsite in T Nagar, Madurai.
What is the salary range for this position?
The salary range is between INR 35,000 to INR 70,000 monthly, based on experience.

Listing last updated

Financial Consultant

₹35,000–70,000 a month

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