Financial consultants

2 hours ago


Bengaluru, Karnataka, India kotak life Full time ₹ 8,00,000 - ₹ 10,00,000 per year

Company Description

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Role Description

This is a full-time on-site role for a Financial Consultant, located in Bengaluru. The Financial Consultant will be responsible for providing comprehensive financial planning services, assisting clients in investment decisions, and developing strategies for effective financial management. They will work with clients to create retirement planning strategies, evaluate financial portfolios, and provide tailored solutions to meet individual or corporate financial goals. The role involves interacting with clients, analyzing financial data, and offering expert guidance to ensure financial growth and security.

Qualifications

  • Proficiency in Financial Planning, Investments, and Finance
  • Strong Analytical Skills to assess financial data and strategies
  • Expertise in designing and implementing Retirement Planning solutions
  • Excellent communication and interpersonal skills for client interactions
  • Ability to work collaboratively in a team and independently
  • Bachelor's degree in Finance, Economics, Business Administration, or a related field
  • Prior experience in the financial services industry is an added advantage

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