HDFC Life Hiring for Financial Advisor at Patna, Bihar, India

Company Description

HDFC Life is one of India’s leading private life insurance companies, providing a range of individual and group insurance solutions. It is a joint venture between Housing Development Finance Corporation Limited (HDFC) and abrdn plc, the leading provider of financial services in the United Kingdom. With a diverse product portfolio, HDFC Life offers solutions for protection, pension, savings, investment, and health. The company has a wide reach with 500 branches across India and a presence in over 900 cities and towns.

Role Description

This is a full-time Financial Advisor role based in Patna with flexibility for remote work. The Financial Advisor will be responsible for providing financial planning, retirement planning, and investment advice to clients. This role involves analyzing financial data, identifying investment opportunities, and assisting clients in making informed financial decisions. The Financial Advisor will build and maintain client relationships, provide personalized financial guidance, and help clients achieve their financial goals.

Qualifications

• Strong knowledge of financial planning, finance, retirement planning, and investments
• Proven experience in financial advisory
• Excellent communication and interpersonal skills
• Ability to analyze and interpret financial data
• Understanding of insurance products and policies
• Certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are a plus
• Bachelor’s degree in Finance, Accounting, Economics, or a related field