HDFC Life
Website:
hdfclife.com
Job details:
Company Description
HDFC Life is one of India’s premier private life insurance companies, offering a broad array of individual and group insurance solutions. It is a joint venture between HDFC, India's leading housing finance institution, and abrdn plc, a renowned UK-based financial services provider. With a diverse product portfolio catering to Protection, Savings, Pension, Investment, and Health needs, HDFC Life enables customers to customize plans with optional riders. Operating through approximately 500 branches across over 900 cities and towns in India, as well as a liaison office in Dubai, HDFC Life is recognized for its extensive reach and strong network of Financial Consultants.
Role Description
This is a full-time, on-site Financial Consultant role based in Kochi.Responsibilities include providing expert financial advice to clients, developing tailored financial and investment plans, and addressing customer needs related to insurance, retirement, and wealth management. The consultant will identify customer goals, recommend appropriate financial products, and guide clients on long-term financial strategies while building strong and trust-based relationships.
Qualifications
- Proficiency in Financial Planning and Retirement Planning to design effective strategies customized to meet individual goals
- Strong knowledge in Investments, Finance, and related advisory services to proficiently guide clients in decision-making
- Ability to exhibit Analytical Skills to evaluate financial data, market trends, and client requirements effectively
- Excellent interpersonal and communication skills, with the ability to build lasting relationships with clients
- Previous experience in insurance, banking, or financial services is advantageous
- Bachelor’s degree in Finance, Business, Economics, or a related field is preferred
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