Financial Consultant

LocoJobs · recruiting for a confidential client

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Listing updated

Pay
₹40,000–70,000 a month
Location
Mangaluru, Karnataka
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 and assist clients in navigating their insurance needs. Ideal candidates will possess strong analytical and communication skills.

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About the role

As a Financial Consultant, you will evaluate clients' financial needs and develop tailored insurance solutions. This role is ideal for those who thrive in a dynamic environment and are passionate about helping clients achieve financial security.

In this position, you will conduct thorough assessments of client portfolios, provide expert advice on various insurance products, and collaborate with other financial professionals to ensure comprehensive coverage. Staying updated on market trends will be essential to offering the best solutions to your clients.

This opportunity is perfect for individuals looking to make a significant impact in the insurance sector while building long-term relationships with clients.

What you'll do

  • Evaluate clients' financial needs and develop tailored insurance solutions.
  • Build and maintain long-term relationships with clients.
  • Stay updated on market trends to provide expert advice.
  • Collaborate with financial professionals to ensure comprehensive coverage.

What you'll need

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

Skills

Excellent communication and interpersonal skills. Strong analytical and problem-solving abilities. Knowledge of insurance products and financial markets.

Good to have

Previous experience in a client-facing role. Familiarity with financial planning software.

Benefits

  • Competitive salary and performance-based bonuses.
  • Comprehensive health insurance.
  • Opportunities for professional development and training.

Interested in this role?

It takes about two minutes. Free to apply — LocoJobs 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' financial needs, develop tailored insurance solutions, and build long-term relationships.
What qualifications are required for this position?
Candidates should have a relevant degree and at least 2 years of experience in financial consulting or insurance.
What is the work environment like for this role?
This is an onsite role based in Kankanady, Mangaluru, and involves collaborating closely with a team.
What salary can I expect as a Financial Consultant?
The salary range for this position is between INR 40,000 to INR 70,000 monthly.
How do I apply for this role?
Click "Apply Now" on this page to apply through LocoJobs. LocoJobs 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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