Financial Service Advisor

Company Description

HDFC Sales Private Limited, a subsidiary of HDFC Bank Ltd, is dedicated to delivering financial management solutions to individuals. The company provides doorstep service to potential clients of the HDFC group, offering products such as Home Loans, Life Insurance, and General Insurance. With a focus on customer service and convenience, HDFC Sales aims to meet the diverse financial needs of its clients.

Qualifications

• Proficiency in Financial Planning and providing Financial Advisory services
• Knowledge and experience in Finance and Investments
• Skills in Retirement Planning and developing investment strategies
• Strong analytical and problem-solving abilities
• Excellent interpersonal and communication skills
• Ability to work independently and as part of a team
• Bachelor's degree in Finance, Economics, or a related field is preferred
• Relevant certifications such as CFP (Certified Financial Planner) are a plus

Skills Required

retirement planning, investment strategies, Financial Planning