Financial Consultant

Career In Bank · recruiting for a confidential client

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Listing updated

Pay
₹50,000–80,000 a month
Location
Mumbai, Maharashtra
Work mode
On-site
Job type
Full time
Experience
2–5 yrs
Category
Finance

In hand: about ₹45,000–72,100 a month after PF and income tax (estimate). How it's worked out

Join our client as a Financial Consultant to provide expert advice and drive insurance sales.

Apply now

About the role

As a Financial Consultant, you will guide clients in selecting insurance products that align with their financial goals. This involves a thorough analysis of their financial circumstances to recommend tailored insurance solutions. The role is suited for individuals who are driven and possess strong communication skills, as you will engage with clients to understand their needs.

You will collaborate with a dedicated team focused on meeting sales objectives while ensuring exceptional service delivery. Our client provides a vibrant work environment where your contributions can make a significant difference in the company's success. Additionally, you will benefit from ongoing training and support aimed at enhancing your skills and advancing your career within the finance sector.

What you'll do

  • Analyze clients' financial situations and needs.
  • Recommend suitable insurance products.
  • Develop and maintain client relationships.
  • Achieve sales targets and performance metrics.

What you'll need

  • Bachelor's degree in Finance, Business, or related field.
  • Minimum 2 years of experience in insurance sales.
  • Strong understanding of financial products.

Skills

Excellent communication skills. Strong analytical skills. Ability to work in a team.

Good to have

Experience with CRM software. Presentation skills.

Benefits

  • Competitive salary and performance bonuses.
  • Health and wellness benefits.
  • Ongoing training and professional development.

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 analyze clients' financial situations and recommend suitable insurance products to meet their needs.
Is this position onsite?
Yes, the role is based onsite in Lower Parel, Mumbai.
What is the salary range for this position?
The salary range is INR 50,000 to INR 80,000 monthly.

Listing last updated

Financial Consultant

₹50,000–80,000 a month

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