Position title
Kotak Bank Recruitment 2023 - Freshers Jobs - Financial Planner Post
Job Location
India
Remote work from: IND
Base Salary
USD14,200-USD21,200 Per month
Qualifications
Graduation
Employment Type
Full-time
Description
Kotak Mahindra Bank Recruitment 2023
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.
Kotak Mahindra Jobs Near Me
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.
Kotak Mahindra Careers
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.
Hiring organization
Date posted
November 9, 2023
Valid through
March 31, 2024
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