Financial Consultant

Career In Bank · recruiting for a confidential client

Posted · Apply by

Listing updated

Pay
₹35,000–70,000 a month
Location
Tirunelveli, Tamil Nadu
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 team as a Financial Consultant, where you’ll leverage your expertise to guide clients through their insurance needs.

Apply now

About the role

In this role, you will provide expert advice to clients on insurance policies, ensuring they have the right coverage. Your daily tasks will include assessing client needs, preparing insurance proposals, and maintaining strong client relationships. This position is ideal for someone with a passion for helping others navigate their financial options and a solid background in insurance. You will work closely with a supportive team that values collaboration and professional growth.

Your contributions will directly impact clients' financial security and satisfaction. If you’re a driven individual looking to make a real difference in people's lives, this position is for you.

What you'll do

  • Advise clients on appropriate insurance products
  • Assess client needs and risks
  • Prepare policy proposals
  • Maintain strong client relationships

What you'll need

  • Bachelor's degree in finance, insurance or related field
  • Relevant insurance certifications
  • Minimum 2 years of experience in insurance

Skills

Strong communication skills Analytical thinking Customer service orientation

Good to have

Sales experience Knowledge of financial products

Benefits

  • Comprehensive health insurance
  • Performance bonuses
  • Continuous professional development opportunities

Interested in this role?

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

Apply now

Financial Consultant jobs in other cities

Questions about this job

What are the primary responsibilities of a Financial Consultant?
You will advise clients on insurance policies, assess their needs, and maintain client relationships.
What qualifications are needed for this role?
A degree in finance or a related field, along with relevant insurance certification.
Is this position remote or onsite?
This is an onsite role based in Nagar Manmad Road, Tirunelveli.
What is the salary range for this position?
The salary ranges from INR 35,000 to INR 70,000 monthly.
How do 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

Apply