Financial Services Consultant

Company Description

SBI Life Insurance, a leading and trusted life insurance company in India since 2000, offers a comprehensive range of insurance products, including Protection, Pension, Savings, and Health solutions, tailored to individuals and groups. With a customer-first approach, the company focuses on providing efficient operations, transparent claim settlements, and enhanced digital experiences for customers, employees, and distributors. Boasting a vast network of over 1,150 offices, nearly 269,000 agents, and multiple corporate partnerships nationwide, SBI Life is dedicated to making insurance accessible to all. The organization also prioritizes corporate responsibility through impactful contributions to child education, healthcare, and disaster relief. As a publicly listed company, SBI Life maintains robust financial performance and is committed to fostering a healthy, flexible work environment for its employees.
Role Description

This is a Part -time on-site role for a Financial Services Consultant based in Chennai. The Financial Services Consultant will be responsible for providing expert financial advice, identifying client needs, and offering customized solutions. Daily tasks include analyzing financial data, managing insurance portfolios, assisting clients in choosing suitable insurance products, and ensuring customer satisfaction. The role requires maintaining relationships with clients, achieving sales targets, and adhering to the high ethical standards of SBI Life Insurance.

Qualifications

• Strong Analytical Skills to evaluate financial data and provide insight-driven solutions
• Knowledge and expertise in Finance and Financial Services
• Experience in Consulting, with a focus on delivering tailored recommendations to clients
• Excellent Communication skills for engaging with clients and presenting financial solutions effectively
• Motivated self-starter with a customer-oriented approach and ability to meet deadlines
• Familiarity with life insurance products and industry regulations is a plus
• Proficiency in regional and English languages for effective communication is highly desirable
• Bachelors degree in Finance, Business Administration, or a related field is preferred
  

Basic Qualification Required is 10th std Pass.