Position title
HDFC Bank Fast Job Search - Jobs Near Me/Financial Planner Post
Job Location
India
Remote work from: IND
Base Salary
USD14-USD26 Per hour
Qualifications
Graduate
Employment Type
Full-time
Description
HDFC Bank Fast Job Search
In this role, you'll play a key role in guiding our clients towards financial well-being. You'll work directly with individuals and families, analyzing their financial situations, developing comprehensive financial plans, and recommending suitable strategies to achieve their goals. Whether it's saving for retirement, planning for a child's education, or managing debt, you'll be their trusted advisor, empowering them to make informed financial decisions.
HDFC Bank Jobs Near Me
Responsibilities:
- Conduct comprehensive financial assessments to understand clients' needs, goals, and risk tolerance.
- Develop personalized financial plans that address short- and long-term objectives, including retirement planning, investment strategies, budgeting, debt management, and insurance needs.
- Present investment options and explain the risks and benefits associated with each.
- Monitor and update financial plans as client circumstances and market conditions evolve.
- Maintain strong relationships with clients, providing ongoing support and guidance through regular communication and consultations.
- Stay abreast of the latest financial trends, regulations, and product offerings.
HDFC Bank Careers
Skills:
- Excellent analytical and problem-solving skills.
- Strong communication and interpersonal skills, with the ability to build trust and rapport with clients.
- Proficiency in financial planning software and tools.
- Excellent written and verbal communication skills, with the ability to explain complex financial concepts in a clear and concise manner.
- Strong time management and organizational skills.
- Ability to work independently and as part of a team.
Hiring organization
Date posted
January 15, 2024
Valid through
August 31, 2024
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