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Experience

1-3 Years

Salary

Confidential

Location

Karnataka-Mysore
Posted - 13 days ago
Applications - 5
Vacancies- 50
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As a Financial Advisor at Kotak Mahindra life insurance, you will be responsible for providing expert financial advice and guidance to clients on their insurance and investment needs. You will analyze clients' financial situations, develop personalized financial plans, and recommend appropriate insurance products and investment strategies to help them achieve their financial goals. You will also build and maintain strong relationships with clients, provide ongoing support and assistance, and keep abreast of market trends and regulatory developments. The ideal candidate will have a strong background in finance, excellent communication and interpersonal skills, and a passion for helping others achieve financial security and success. Join our team and make a meaningful impact on the financial well-being of individuals and families.
Job Description

- Provide financial planning and investment advice to clients
- Develop customized financial plans based on clients' goals and risk tolerance
- Assess clients' current financial situation and provide recommendations for improvement
- Assist clients with retirement planning, college savings, and estate planning
- Stay up-to-date on market trends and investment products
- Conduct regular reviews of clients' portfolios and make adjustments as needed
- Collaborate with other professionals, such as lawyers and accountants, to provide comprehensive financial solutions
- Build and maintain relationships with clients to ensure long-term satisfaction
- Adhere to regulatory requirements and best practices in financial advising
- Meet sales targets and revenue goals set by the company

Designation

Financial advisor

Key Skills
B2C SalesField Insurance SalesGroup InsuranceInsuranceInsurance SalesLife Insurance AdvisorLife Insurance Sales
Industry

Insurance

Functional Area

Insurance

Employment Type

Part Time

Education

12th

Job Type

Hybrid

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