Financial Consultant

Career In Bank · recruiting for a confidential client

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Listing updated

Pay
₹40,000–80,000 a month
Location
Nagpur, Maharashtra
Work mode
On-site
Job type
Full time
Experience
2–5 yrs
Category
Finance

In hand: about ₹36,000–72,100 a month after PF and income tax (estimate). How it's worked out

Join our client as a Financial Consultant in Nagpur, where you will assist clients in managing their insurance portfolios and provide tailored financial solutions.

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About the role

As a Financial Consultant, you will play a crucial role in engaging with clients to assess their insurance and financial needs. You will recommend suitable products and solutions tailored to each client's unique situation. Building strong relationships and ensuring client satisfaction will be key to your success, as you provide expert advice and support.

This position is ideal for professionals eager to apply their financial expertise in a dynamic environment. You will contribute to the financial security of your clients while also driving business growth for the hiring company. Strong communication skills and a solid understanding of financial products will be essential in helping clients achieve their financial goals.

What you'll do

  • Engage with clients to assess insurance needs
  • Provide tailored insurance solutions
  • Build and maintain strong client relationships
  • Achieve sales targets and drive growth

What you'll need

  • Bachelor's degree in finance or related field
  • 2-5 years of experience in insurance sales
  • Excellent communication skills

Skills

Strong analytical skills Excellent customer service Ability to work independently

Good to have

Knowledge of financial markets Familiarity with CRM software

Benefits

  • Attractive commission structure
  • Professional development opportunities
  • Health and wellness programs

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 of a Financial Consultant?
You will engage with clients, assess their insurance needs, and recommend suitable products.
What qualifications are required for this role?
A degree in finance, business administration, or a related field, along with relevant experience in insurance.
What is the work environment like?
The role is onsite, requiring direct interaction with clients and team members.
How do I apply for this position?
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.
What is the salary range for this role?
The salary ranges from INR 40,000 to INR 80,000 per month, depending on experience.

Listing last updated

Financial Consultant

₹40,000–80,000 a month

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