Financial Advisor/Team leader

2 days ago

Lucknow, Uttar Pradesh, India Kotak Life Insurance PVT Ltd Full time ₹ 6,00,000 - ₹ 12,00,000 per year

Company Description

At this job posting page for Kotak Life Insurance PVT Ltd., we share potential job opportunities, role descriptions, and recruitment-related information. This page is specifically for the Recruitment and Development Manager – Tied Agency Channel and similar positions. It is designed to streamline the hiring process, enabling candidates to easily understand role requirements and apply for opportunities. For official information about Kotak Life and its career opportunities, please visit the Kotak Life official website.

Role Description

This is a full-time, on-site role for a Financial Advisor/Team Leader located in Lucknow. The Financial Advisor/Team Leader will be responsible for providing financial planning services, advising clients on investments, and assisting with retirement planning. The role also involves leading a team of advisors to achieve business objectives and collaborating with cross-functional teams to ensure client satisfaction.

Qualifications

  • Proficiency in Financial Planning, Retirement Planning, and Financial Advisory
  • Strong background in Finance and Investments
  • Excellent leadership and team management skills
  • Effective communication and interpersonal skills
  • Ability to analyze financial data and market trends
  • Bachelor's degree in Finance, Economics, or a related field
  • Certification in financial planning (CFP) or similar credential is a plus
  • Experience in the insurance industry is an advantage

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