Financial Consultant

IJNM · recruiting for a confidential client

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Listing updated

Pay
₹40,000–70,000 a month
Location
Ludhiana, Punjab
Work mode
On-site
Job type
Full time
Experience
2–5 yrs
Category
Finance

In hand: about ₹36,000–63,100 a month after PF and income tax (estimate). How it's worked out

Join a leading insurance firm as a Financial Consultant in Ludhiana. Utilize your expertise to guide clients in achieving their financial goals.

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About the role

As a Financial Consultant, you will provide tailored insurance solutions to clients by assessing their financial situations and identifying their specific needs. Your responsibilities will include analyzing insurance requirements and recommending the most suitable products to help clients achieve their financial goals.

This role is perfect for individuals with a passion for finance and a commitment to assisting others in securing their financial futures. You will collaborate with a team of dedicated professionals and benefit from continuous training and development opportunities.

The ideal candidate should have excellent communication skills, a comprehensive understanding of insurance products, and the ability to build strong, lasting relationships with clients. Join us in making a positive impact on clients' financial well-being.

What you'll do

  • Assess clients' financial needs and insurance requirements
  • Recommend suitable insurance products based on client analysis
  • Build and maintain client relationships
  • Stay updated on industry trends and regulations
  • Provide ongoing support and advice to clients

What you'll need

  • Bachelor's degree in finance, business, or a related field
  • Relevant insurance certifications
  • Strong analytical and communication skills

Skills

Excellent communication and interpersonal skills Strong analytical skills Knowledge of insurance products

Good to have

Sales experience Client relationship management

Benefits

  • Competitive salary with performance bonuses
  • Health and wellness benefits
  • Ongoing training and professional development

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 qualifications do I need for this role?
A bachelor's degree in finance, business, or a related field is preferred, along with relevant certifications.
What is the work environment like?
The role is onsite, based in Sadar Bazaar, and involves direct interaction with clients.
How can 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 are the key responsibilities of a Financial Consultant?
You will assess clients' financial needs, recommend insurance products, and maintain client relationships.
Is there room for growth in this position?
Yes, there are opportunities for advancement within the organization.

Listing last updated

Financial Consultant

₹40,000–70,000 a month

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