Financial Consultant

KeralaCarts · recruiting for a confidential client

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Listing updated

Pay
₹40,000–70,000 a month
Location
Bikaner, Rajasthan
Work mode
Hybrid
Job type
Contract
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

We are seeking a skilled Financial Consultant with experience in insurance products to join our team in Bikaner on a contract basis.

Apply now

About the role

As a Financial Consultant, you will provide expert advice to clients on insurance products tailored to their needs. Your role will involve assessing clients' financial situations and recommending appropriate policies to ensure their financial security.

This position is ideal for professionals who are passionate about helping others achieve their financial goals. You will work closely with clients to build and maintain relationships while ensuring compliance with industry regulations.

Our client offers a supportive team environment focused on continuous learning and professional development. If you have a strong background in financial consultation within the insurance sector, we encourage you to apply.

What you'll do

  • Assess clients' financial situations
  • Recommend appropriate insurance policies
  • Build and maintain client relationships
  • Ensure compliance with industry regulations

What you'll need

  • Degree in finance or related field
  • Experience in financial consultation
  • Strong communication skills

Skills

Client assessment Insurance product knowledge Communication skills

Good to have

Sales experience Financial planning

Benefits

  • Flexible work hours
  • Professional development opportunities
  • Performance-based incentives

Interested in this role?

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

Apply now

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Questions about this job

What are the primary responsibilities of the Financial Consultant?
The main responsibilities include assessing clients' financial situations, recommending insurance products, and maintaining client relationships.
What is the work mode for this position?
This is a hybrid role, allowing you to work both remotely and onsite.
Is there a specific qualification required?
A degree in finance or a related field is preferred, along with relevant experience in insurance.

Listing last updated

Financial Consultant

₹40,000–70,000 a month

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