Financial Advisor

Kotak Life; Mumbai; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

Kotak Life in Mumbai seeks a seasoned financial planning professional to craft personalized investment solutions and help clients work toward long-term financial goals.

You will deliver comprehensive financial plans, cross-check details for accuracy, and support investment professionals in cultivating client relationships. This role also emphasizes strong communication and regulatory awareness to ensure compliant guidance.

Qualifications

• Bachelor's degree in Finance or related field
• 5+ years' of industry experience
• Strong understanding of the investment business
• Excellent interpersonal skill

Responsibilities

• Provide financial planning support to clients
• Support investment professionals to cultivate client relationships
• Prepare financial plans and check their accuracy

Skills

Investment understanding

Interpersonal skills

Financial planning

Education

Bachelor's degree in Finance or related field

Job description

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.

Responsibilities

• Provide financial planning support to clients
• Support investment professionals to cultivate client relationships
• Prepare financial plans and check their accuracy

Qualifications

• Bachelor's degree in Finance or related field
• 5+ years' of industry experience
• Strong understanding of the investment business
• Excellent interpersonal skill

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