Financial Advisor

17 hours ago


Delhi, Delhi, India kotak life Full time ₹ 6,00,000 - ₹ 12,00,000 per year

Company Description

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Role Description

This is a full-time on-site role for a Financial Advisor, located in Delhi, India. The Financial Advisor will be responsible for providing financial planning advice to clients, assisting with investment strategies, retirement planning, and overall financial advisory. They will meet with clients to discuss their financial goals, create and implement financial plans, and monitor clients' accounts to ensure they are on track to meet their objectives.

Qualifications

  • Experience in Financial Planning and Finance
  • Knowledge of Retirement Planning and Investments
  • Strong Financial Advisory skills
  • Excellent analytical and problem-solving abilities
  • Effective communication and interpersonal skills
  • Proficiency in financial software and tools
  • Relevant certifications or licensures (e.g., Certified Financial Planner, Chartered Financial Analyst) are preferred
  • Bachelor's degree in Finance, Economics, Business, or a related field

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