Financial consultants

2 weeks ago


Bengaluru, Karnataka, India kotak life Full time

Company Description

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Role Description

This is a full-time on-site role located in Bengaluru for a Financial Consultant. The Financial Consultant will be responsible for providing financial planning and investment advice, analyzing clients' financial situations, and developing comprehensive retirement plans. The Consultant will also assist clients in making informed financial decisions and monitor market trends to provide insights.

Qualifications

  • Financial Planning and Retirement Planning skills
  • Investments and Finance skills
  • Analytical Skills for assessing financial data
  • Strong communication and interpersonal skills
  • Ability to work effectively in a team-oriented environment
  • Experience in the finance or insurance industry is a plus
  • Bachelor's degree in Finance, Economics, Business, or related field

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