Financial Advisor

Role ke baare mein

Aapko HDFC Bank ke retail customers ko financial planning aur investment solutions provide karne honge. Yeh ek exciting opportunity hai jo aapki finance career ko next level pe le jayegi.

Kya karoge tum? (Responsibilities)

• Clients ko financial goals ke basis par customized plans banana
• Mutual funds, SIPs, aur insurance products recommend karna
• Monthly targets achieve karna aur new leads generate karna
• Existing client portfolio review aur rebalancing
• Market trends ke baare mein clients ko educate karna

Kya chahiye? (Requirements)

• Bachelor's degree in Finance, Commerce ya related field
• NISM certification preferred
• 2+ years of experience in banking/financial services
• Strong communication skills in Hindi & English
• MS Excel aur CRM tools ka knowledge

Required Skills