ఫైనాన్షియల్ అకౌంటెంట్

HDFC Life Financial Consultant (FC) roles involve generating leads and sales for life insurance products, providing financial advice, building client relationships, and ensuring compliance with regulations. Key responsibilities include client needs assessment, product explanation, sales target achievement, and maintaining strong customer relationships for ongoing support and renewals. FCs also engage in networking, follow company processes, and leverage digital tools to manage leads and track performance. [1, 2, 3, 4, 5]

Core Responsibilities

• Sales & Lead Generation: Actively identify and develop new business opportunities by generating leads, networking, and making sales calls to meet monthly targets for life insurance products. [1, 3, 4]

• Client Relationship Management: Build and maintain strong, long-term relationships with customers, serving as their primary point of contact for life insurance-related queries and needs. [1, 3, 4]

• Financial Planning: Provide clients with comprehensive financial planning and advice, including retirement planning and investment strategies, to meet their specific goals. [1]

• Product Expertise & Sales: Effectively explain and cross-sell various financial products, such as life insurance, health insurance, and investment plans, customizing them to fit client needs. [1, 2]

• Sales Target Achievement: Consistently meet or exceed sales targets and business delivery goals through effective communication, presentation, and negotiation skills. [1, 4]

Operational & Compliance Duties

• Process Adherence: Comply with the company's sales management processes, including timely updates on sales applications and adherence to company values. [4]

• Regulatory Compliance: Ensure all activities and practices comply with the rules and regulations set by the Insurance Regulatory and Development Authority of India (IRDAI) and the company. [1, 6]

• Client Servicing: Provide ongoing support to clients, including assisting with the claim process and managing policy renewals. [2, 3]

• Reporting: Provide daily updates to the Branch Manager on meetings and sales progress. [3]

Skills & Qualifications

• Communication & Interpersonal Skills: Excellent communication and presentation skills are crucial for client interactions and sales. [1]

• Sales & Negotiation: Proven ability to sell and cross-sell financial products, negotiate, and build lasting relationships. [1]

• Product Knowledge: A strong understanding of financial products and concepts is essential. [1]

• Self-Motivation: A self-motivated and results-oriented approach with a strong work ethic is necessary to achieve targets. [1]

• Digital Tools: Proficient in using digital tools for booking appointments, communicating with clients, tracking commissions, and managing leads. [5]

AI responses may include mistakes.

[1] https://unstop.com/jobs/financial-consultant-hdfc-life-1176298

[2] https://www.hdfclife.com/insurance-advisor/role-of-insurance-agent

[3] https://www.instahyre.com/job-247808-sales-executive-at-hdfc-life-bangalore/

[4] https://www.hdfclife.com/hdfc-careers/smart-achievers.html

[5] https://www.hdfclife.com/insurance-advisor/life-insurance-advisor

[6] https://www.hdfclife.com/content/dam/hdfclifeinsurancecompany/footer/TERMS-AND-CONDITIONS-OF-APPOINTMENT.pdf

• It is a Full Time అకౌంటెంట్ job for candidates with 0 - 6+ years Experience.

ఫైనాన్షియల్ అకౌంటెంట్ job గురించి మరింత

1. ఫైనాన్షియల్ అకౌంటెంట్ jobకు apply చేయడానికి అర్హతా ప్రమాాణాలు ఏమిటి?
   Ans: అభ్యర్థికి అన్ని విద్యాస్థాయిలు మరియు అంతకంటే ఎక్కువ 0 - 6+ years Experience అనుభవంతో ఉండాలి
2. ఈ Job రోల్ కోసం నేను ఎంత జీతం ఆశించగలను?
   Ans: మీ ఇంటర్వ్యూపై ఆధారపడి శాలరీ ₹30000 - ₹70000 నెలకు + ఇన్సెంటివ్‌లుని మీరు ఆశించవచ్చు. ఇది హైదరాబాద్లో Full Time Job.
3. ఫైనాన్షియల్ అకౌంటెంట్ job కొరకు ఎన్ని పనిదినాలు ఉన్నాయి?
   Ans: ఈ ఫైనాన్షియల్ అకౌంటెంట్ jobకు 5 working days ఉంటాయి.
4. ఈ ఫైనాన్షియల్ అకౌంటెంట్ jobకు apply చేసేటప్పుడు లేదా చేరేటప్పుడు ఏవైనా ఛార్జీలు ఉన్నాయా?
   Ans: లేదు, ఈ ఫైనాన్షియల్ అకౌంటెంట్ jobకు కంపెనీలో ఉదాహరణకు, Hdfc Lifeలో పనిచేసేటప్పుడు ఎలాంటి ఫీజులు వర్తించవు.
5. ఇది ఇంటి నుండి పని చేసే పనినా?
   Ans: లేదు, ఇది ఇంటి వద్ద నుంచి Job కాదు మరియు ఆన్‌లైన్‌లో చేయలేం.
6. ఈ ఫైనాన్షియల్ అకౌంటెంట్ రోల్ కు ఎన్ని ఓపెనింగ్‌లు ఉన్నాయి?
   Ans: Hdfc Life వద్ద 50 ఫైనాన్షియల్ అకౌంటెంట్ ఇమ్మీడియెట్ ఓపెనింగ్ ఉంది
7. ఈ Jobకు ఎవరు apply చేసుకోవచ్చు?
   Ans: ఈ అకౌంటెంట్ jobకి పురుష, మహిళా అభ్యర్థులు apply చేసుకోవచ్చు.
8. ఈ ఫైనాన్షియల్ అకౌంటెంట్ Job టైమింగ్స్ ఏమిటి?
   Ans: ఈ ఫైనాన్షియల్ అకౌంటెంట్ jobకు 09:00 AM - 06:00 PM టైమింగ్ ఉంటుంది.