About the role
In this role, you will assess clients' financial needs and provide expert advice on insurance products that best suit their requirements. You will build and maintain strong client relationships, ensuring their financial goals are met while complying with industry regulations. This position is ideal for someone with a passion for finance and customer service, looking to make a meaningful impact in clients' lives. You will be part of a dynamic team that values integrity and innovation in financial consulting.
What you'll do
- Evaluate clients' financial needs and goals
- Provide tailored insurance solutions
- Build and maintain strong client relationships
- Ensure compliance with industry standards and regulations
- Stay updated on the latest insurance products
What you'll need
- Bachelor's degree in finance, business, or related field
- 2-5 years of experience in financial consulting or insurance
- Strong communication and interpersonal skills
Skills
Excellent analytical skills
Strong interpersonal and communication skills
Ability to work independently and as part of a team
Good to have
Knowledge of financial software systems
Experience in sales or customer service
Benefits
- Competitive salary and performance bonuses
- Comprehensive health insurance
- Professional development opportunities
Interested in this role?
It takes about two minutes. Free to apply — IJNM never asks candidates for money.
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Questions about this job
What are the main responsibilities of a Financial Consultant?
You will assess clients' financial needs, provide advice on insurance products, and maintain client relationships.
What is the work environment like?
This is an onsite position in New Town Rajarhat, Bhubaneswar.
What qualifications are required for this role?
A degree in finance or business and relevant experience in financial consulting or insurance.
How do I apply for this position?
Click "Apply Now" on this page to apply through IJNM. IJNM is recruiting for this role on behalf of a client employer.
What is the salary range for this position?
The salary range is between INR 40,000 and INR 80,000 per month, depending on experience.
Listing last updated