Kotak Mahindra Bank Recruitment

Kotak Bank is seeking a highly motivated and customer-centric Financial Planner to join our dynamic team. As a Financial Planner, you will play a key role in helping customers achieve their financial goals by providing comprehensive financial planning advice. You will be responsible for assessing customer's financial needs, developing personalized financial plans, and providing ongoing financial guidance.

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Responsibilities:

• Conduct thorough financial assessments to understand customer's financial situation, goals, and risk tolerance.
• Develop personalized financial plans that align with customer's goals and objectives.
• Provide comprehensive financial advice on investment options, insurance, tax planning, estate planning, and retirement planning.
• Educate customers on various financial concepts and strategies to make informed financial decisions.

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Skills:

• Bachelor's degree in finance, business administration, or a related field.
• 3+ years of experience in financial planning or a related field.
• Certified Financial Planner (CFP) designation is a plus.
• Strong understanding of financial markets, investments, insurance, tax planning, estate planning, and retirement planning.
• Excellent communication and interpersonal skills.