Financial Consultant

Job Description: Financial Consultant

Position: Financial Consultant

Department: Sales / Advisory

Location: Lucknow

Employment Type: Full-time

Role Overview

The Financial Consultant is responsible for advising clients on the best insurance products based on their needs, financial goals, and risk profile. The role involves relationship building, needs assessment, policy explanation, and ensuring seamless customer service while meeting sales targets.

Key Responsibilities

1. Client Consultation & Advisory

Understand client needs, financial status, and risk appetite.

Recommend suitable insurance products including life, health, and investment plans.

Explain policy features, benefits, terms, and conditions clearly.

2. Sales & Business Development

Identify business opportunities through leads, referrals, and networking.

Achieve monthly and quarterly sales targets.

Conduct follow-ups with prospects and convert leads into sales.

3. Customer Relationship Management

Build and maintain long-term client relationships.

Provide after-sales support including policy servicing, renewals, and claims guidance.

Maintain client records and track policy performance.

4. Market & Product Knowledge

Stay updated with industry trends and insurance products.

Participate in training sessions, workshops, and team meetings.

Provide feedback to management on customer needs and competitor activities.

Required Skills & Competencies

Strong communication and interpersonal skills.

Ability to explain complex information in simple terms.

Sales-driven mindset with negotiation and objection-handling skills.

Customer-centric approach.

Basic knowledge of financial planning and insurance products.

Qualifications

Bachelor’s degree in Business, Finance, Insurance, or related field (preferred).

Prior experience in insurance, banking, or financial services is an advantage.

Salary & Benefits

Competitive salary + performance-based incentives.

Training and career growth opportunities.

Why Join Us?

Opportunity to build a long-term career in financial advisory.

Supportive team environment.

Attractive incentive structures and rewards for high performers.

• It is a Full Time అమ్మకాలు / వ్యాపార అభివృద్ధి job for candidates with 1 - 3 years of experience.

Financial Consultant job గురించి మరింత

1. Financial Consultant jobకు apply చేయడానికి అర్హతా ప్రమాాణాలు ఏమిటి?
   Ans: అభ్యర్థికి 12వ తరగతి పాస్, అంతకంటే ఎక్కువ మరియు అంతకంటే ఎక్కువ 1 - 3 years of experience అనుభవంతో ఉండాలి
2. ఈ Job రోల్ కోసం నేను ఎంత జీతం ఆశించగలను?
   Ans: మీ ఇంటర్వ్యూపై ఆధారపడి శాలరీ ₹10000 - ₹20000 నెలకు + ఇన్సెంటివ్‌లుని మీరు ఆశించవచ్చు. ఇది లక్నౌలో Full Time Job.
3. Financial Consultant job కొరకు ఎన్ని పనిదినాలు ఉన్నాయి?
   Ans: ఈ Financial Consultant jobకు 6 working days ఉంటాయి.
4. ఈ Financial Consultant jobకు apply చేసేటప్పుడు లేదా చేరేటప్పుడు ఏవైనా ఛార్జీలు ఉన్నాయా?
   Ans: లేదు, ఈ Financial Consultant jobకు కంపెనీలో ఉదాహరణకు, Royaldreams Business Ventures & Imf Private Limitedలో పనిచేసేటప్పుడు ఎలాంటి ఫీజులు వర్తించవు.
5. ఇది ఇంటి నుండి పని చేసే పనినా?
   Ans: లేదు, ఇది ఇంటి వద్ద నుంచి Job కాదు మరియు ఆన్‌లైన్‌లో చేయలేం.
6. ఈ Financial Consultant రోల్ కు ఎన్ని ఓపెనింగ్‌లు ఉన్నాయి?
   Ans: Royaldreams Business Ventures & Imf Private Limited వద్ద 10 Financial Consultant ఇమ్మీడియెట్ ఓపెనింగ్ ఉంది
7. ఈ Jobకు ఎవరు apply చేసుకోవచ్చు?
   Ans: ఈ అమ్మకాలు / వ్యాపార అభివృద్ధి jobకి పురుష, మహిళా అభ్యర్థులు apply చేసుకోవచ్చు.
8. ఈ Financial Consultant Job టైమింగ్స్ ఏమిటి?
   Ans: ఈ Financial Consultant jobకు 10:00 AM - 06:30 PM టైమింగ్ ఉంటుంది.