Financial Advisor

11 hours ago

Chandigarh, India ICICI Prudential Life Insurance Full time

Job Title: Investment and Insurance Policies Advisor

**Job Description**:
Company Overview:
ICICI prudential life insurance company is a leading financial services firm dedicated to helping individuals and businesses achieve their financial goals through investment and insurance strategies. We are seeking a dynamic and motivated Investment and Insurance Policies Advisor to join our team.

Position Overview:
As an Investment and Insurance Policies Advisor, you will play a crucial role in providing comprehensive financial advice to our clients. You will work closely with clients to assess their financial needs, goals, and risk tolerance, and then recommend suitable investment and insurance solutions to meet their objectives. Your expertise will enable clients to make informed decisions about their financial future.

Key Responsibilities:
Client Consultation: Conduct in-depth consultations with clients to understand their financial objectives, risk tolerance, and current financial situation.

Financial Analysis: Analyze clients' financial information and market trends to develop customized investment and insurance strategies.

Investment Recommendations: Recommend appropriate investment products, such as stocks, bonds, mutual funds, and real estate, based on clients' goals and risk profiles.

Insurance Solutions: Advise clients on insurance policies, including life, health, disability, and property and casualty, ensuring coverage aligns with their needs and circumstances.

**Job Types**: Internship, Commission, Fresher, Full-time, Part-time

**Salary**: ₹10,000.00 - ₹30,000.00 per month

Schedule:

- Day shift

Supplemental pay types:

- Commission pay
- Performance bonus

**Speak with the employer**

+91 7009979063

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