Financial Consultant

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