Insurance Advisor jobs in Kolkata - Aero Solution Pvt. Ltd

kotak Mahindra Pvt Ltd

Kolkata, West Bengal

Fulltime

A GREAT OPPORTUNITY FOR FRESHERS AND EXPERIENCES TO BE A OF KOTAK MAHINDRA .

Financial Advisor Responsibilities:

Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.

Answering client questions about financial plans and strategies and giving financial advice.

Advising strategies for clients in insurance coverage, planning, cash management and other areas to help them reach financial objectives.

Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.

Analyzing financial data received from clients to develop strategies for meeting clients financial goals.

Preparing or interpreting financial document summaries, performance reports and income projections for clients.

Implementing financial plans or referring clients to professionals who can help them.

Managing and updating client portfolios.

Requirements:

Knowledge of mutual fund, securities, and insurance industries.

Proficient in Word, Excel, Outlook, and PowerPoint.

Comfortable using a computer for various tasks.

Experience providing quality financial advice View