Financial Consultant (India)

Financial Consultant (India)

04 Sep
|
HDFC Life Insurance Company
|
India

04 Sep

HDFC Life Insurance Company

India

HDFC Life Financial Consultant — Role Description

Main responsibilities:

Understand customers’ financial goals and insurance needs.

Identify potential customers and generate leads through networking, referrals, and personal contacts.

Explain HDFC Life’s life insurance, savings, protection, retirement/pension and investment-linked products.

Recommend suitable products based on the customer's needs.

Assist customers with application, documentation and policy purchase.

Maintain long-term relationships with existing customers and support them after the sale.

Follow up with prospects and work toward business/sales targets.

Stay updated on HDFC Life products, processes and applicable insurance regulations. �

HDFC Life +1

📌 Financial Consultant (India)
🏢 HDFC Life Insurance Company
📍 India

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