HDFC Life
Website:
hdfclife.com
Job details:
Company Description
HDFC Life is one of India’s premier private life insurance companies, offering a wide range of individual and group insurance solutions, such as protection, pension, savings, investment, and health plans. A joint venture between Housing Development Finance Corporation Limited (HDFC) and abrdn plc, HDFC Life provides customers with the flexibility to customize their plans using optional riders. With approximately 500 branches across India and customers in over 900 cities and towns, HDFC Life has one of the broadest reaches among new insurance providers. The company is committed to enhancing financial security and wellness through its extensive product offerings and a strong network of Financial Consultants.
Role Description
This is a full-time, on-site role for a Financial Advisor located in Bilaspur. The Financial Advisor will be responsible for providing clients with personalized financial planning, identifying suitable insurance and investment solutions, and conducting retirement planning assessments. The role involves building and maintaining client relationships, performing market analysis, and delivering expert financial advice to help clients achieve their long-term financial goals.
Qualifications
- Proficiency in Financial Planning and managing client portfolios
- Strong knowledge of Finance and Investments
- Experience in Retirement Planning and long-term wealth management
- Skilled in Financial Advisory and offering tailored solutions to clients
- Excellent interpersonal, communication, and client management skills
- Ability to work independently and meet targets in a dynamic environment
- Bachelor's degree in Finance, Economics, or a related field (preferred)
- Prior experience in the insurance or financial services sector is a plus
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