Financial Consultant

IJNM · recruiting for a confidential client

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Listing updated

Pay
₹40,000–70,000 a month
Location
Rudrapur, Uttarakhand
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 our client as a Financial Consultant to guide clients in making informed insurance decisions.

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About the role

As a Financial Consultant, you will be responsible for assessing clients’ financial needs and advising them on insurance products that best suit their portfolios. You will work closely with clients to develop and implement insurance strategies that align with their financial goals, ensuring they are protected against unforeseen circumstances.

This role is ideal for individuals with a strong background in insurance and a passion for helping others secure their financial future. You will be part of a dynamic team that values client relationships and offers continuous professional development opportunities. If you thrive in a fast-paced environment and enjoy interacting with clients, this position is perfect for you.

What you'll do

  • Assess clients' insurance needs and provide tailored advice.
  • Develop and implement financial strategies for clients.
  • Build and maintain strong client relationships.
  • Stay updated on industry trends and changes in insurance regulations.

What you'll need

  • Bachelor's degree in Finance, Business or related field.
  • 2-5 years of experience in insurance consulting or sales.
  • Strong communication and interpersonal skills.

Skills

Strong analytical and problem-solving skills. Excellent communication and presentation abilities. Proficiency in financial software and tools.

Good to have

Knowledge of investment products. Experience in client relationship management.

Benefits

  • Competitive salary and performance-based incentives.
  • Health insurance and retirement benefits.
  • Opportunities for professional development and growth.

Interested in this role?

It takes about two minutes. Free to apply — IJNM never asks candidates for money.

Apply now

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Questions about this job

What are the primary responsibilities of a Financial Consultant?
You will assess clients' needs, recommend insurance products, and develop financial strategies.
What qualifications do I need for this role?
A degree in finance, business, or a related field, along with relevant experience in insurance.
Is this a remote position?
No, this is an onsite position located in CIDCO, Rudrapur.
What is the expected salary range for this role?
The salary range is between INR 40,000 to INR 70,000 per month.
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.

Listing last updated

Financial Consultant

₹40,000–70,000 a month

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