Financial Advisor

1 day ago


Patna, Bihar, India ICICI Prudential Life Insurance Company Limited Full time ₹ 6,00,000 - ₹ 12,00,000 per year

Company Description

ICICI Prudential Life Insurance Company Ltd. is one of India's leading private sector life insurance providers, dedicated to offering tailored financial solutions to meet the diverse needs of its customers. From term plans and wealth management to child education and retirement plans, the company provides a wide range of products for all stages of life. Known for innovation, customer commitment, and a values-driven approach, ICICI Prudential Life has received multiple accolades, including the 'Product of the Year 2016' award for its iProtect Smart plan. Its consistent performance and customer-centric approach have solidified its reputation as a prominent player in the life insurance industry.

Role Description

This is a full-time on-site role based in Patna for a Financial Advisor at ICICI Prudential Life. The Financial Advisor will be responsible for analyzing clients' financial needs, advising on personalized financial solutions, and guiding clients on investment options to help them achieve their financial goals. The role involves building strong client relationships, preparing financial plans, assisting in retirement planning strategies, and supporting clients in managing investments. In addition, the Financial Advisor will stay up to date on financial products and market trends to provide effective advisory services.

Qualifications

  • Thorough knowledge of Financial Planning and Retirement Planning strategies
  • Expertise in Finance, Investments, and Financial Advisory practices
  • Strong analytical, problem-solving, and decision-making skills
  • Excellent interpersonal and communication skills for client interactions
  • Ability to understand client needs and provide tailored solutions
  • Bachelor's degree in Finance, Economics, Business Administration, or a related field
  • Experience in the financial services or insurance sector is an advantage


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