Financial Consultant

KeralaCarts · recruiting for a confidential client

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Listing updated

Pay
₹50,000–80,000 a month
Location
Gurugram, Haryana
Work mode
Hybrid
Job type
Full time
Experience
3–6 yrs
Category
Finance

In hand: about ₹45,000–72,100 a month after PF and income tax (estimate). How it's worked out

Join our client as a Financial Consultant in Gurugram. This role focuses on providing comprehensive financial solutions to clients, ensuring their investments are well managed.

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About the role

As a Financial Consultant, you will play a crucial role in analyzing clients’ financial data and recommending tailored insurance products to meet their specific needs. Your ability to collaborate with various teams will be essential in delivering exceptional service and maintaining strong client relationships.

We are looking for candidates with experience in the insurance sector and a genuine passion for helping clients achieve their financial goals. This position offers a dynamic work environment, where you will find ample opportunities for growth and professional development, ensuring a fulfilling career.

What you'll do

  • Analyze clients' financial needs and risks
  • Recommend appropriate insurance products
  • Build and maintain strong client relationships
  • Collaborate with internal teams to enhance service delivery

What you'll need

  • Bachelor’s degree in Finance or related field
  • 3-6 years of experience in insurance or financial consulting
  • Strong analytical and communication skills

Skills

Financial analysis Client relationship management Insurance product knowledge

Good to have

Sales skills Market research abilities

Benefits

  • Competitive salary and performance bonuses
  • Health insurance and retirement benefits
  • Opportunities for professional development

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 responsibilities will I have in this role?
You will analyze financial data, recommend insurance products, and manage client relationships.
What qualifications are required?
We are looking for candidates with a degree in finance or related fields and 3-6 years of experience in insurance.
Is this a remote position?
This is a hybrid role, allowing for both remote work and office presence.
What is the salary range for this position?
The salary range is between INR 50,000 to 80,000 per month.
How do I apply for the position?
Click "Apply Now" on this page to apply through KeralaCarts. KeralaCarts is recruiting for this role on behalf of a client employer.

Listing last updated

Financial Consultant

₹50,000–80,000 a month

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