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Financial Advisor

Hdfc Life Insurance Company Limited

Kolkata, West Bengal, India · Full Time

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Experience
Any
Salary
INR 15,000 – INR 65,000 / month
Openings
1
Posted
2 hours ago
Work mode
In office
Resume
Required to apply

Where you'll work

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Job description

Role Overview

The Financial Advisor serves as a dedicated personal financial consultant, supporting clients by evaluating their existing financial condition, family responsibilities, and future aspirations. This enables tailored recommendations of insurance products that best suit their needs.

Key Responsibilities

  • Analyze clients' financial circumstances and obligations comprehensively.
  • Understand clients' long-term financial plans and goals.
  • Offer suitable insurance policies aligning with client requirements.

Industry

Insurance

How they work

Relationship Building

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