Financial consultants

4 days ago

Bengaluru, Karnataka, India kotak life Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Company Description

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Role Description

This is a full-time on-site role for a Financial Consultant at Kotak Life, located in Bengaluru. The Financial Consultant will be responsible for providing clients with expert advice on financial planning, investment strategies, and retirement planning. They will analyze clients' financial information and develop customized plans to meet their needs and objectives. Day-to-day tasks include meeting with clients, conducting financial assessments, and staying up-to-date with market trends and financial regulations.

Qualifications

  • Expertise in Financial Planning, Investments, and Retirement Planning
  • Strong Analytical Skills and Finance knowledge
  • Excellent written and verbal communication skills
  • Ability to work independently and collaboratively in a team environment
  • Bachelor's degree in Finance, Economics, Business, or related field
  • Professional certifications like CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are an added advantage
  • Proven experience in financial consulting or related field

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