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Financial Coordinator
Hdfc Life Insurance Company Limited
Kolkata, West Bengal, India · Full Time
Be the first to apply
- Experience
- Any
- Salary
- INR 15,000 – INR 40,000 / month
- Openings
- 1
- Posted
- 3 days ago
- Work mode
- In office
- Resume
- Required to apply
Where you'll work
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Job description
Job Overview
This role involves advising clients on effective money management, wealth building, and future financial planning. The Financial Coordinator assesses each client's financial situation to develop tailored strategies that align with their goals.
Key Responsibilities
- Engage with clients to understand and detail their financial status.
- Devise personalized financial plans to support wealth creation and security.
- Manage client investments by monitoring and adjusting portfolios as needed.
- Provide expert advice on retirement planning, taxation, and insurance solutions.
Industry
Insurance