Financial Advisor

Company Description

ICICI Prudential Life Insurance Company Ltd. is one of India's leading private sector life insurance companies. We are dedicated to providing solutions to secure our customers' families and achieve long-term financial goals. Our wide range of products includes term plans, wealth plans, child education plans, and retirement plans to cater to all life stages. Our commitment to innovation and customer service has earned us numerous awards, including the 'Product of the Year 2016' for iProtect Smart. Your continued support has helped us maintain a notable position in the life insurance industry.

Role Description

This is a full-time on-site role for a Financial Advisor located in Patna. The Financial Advisor will be responsible for providing clients with financial planning, retirement planning, and investment advice. The role involves assessing clients’ financial needs, developing customized financial plans, and advising on various financial products to help clients achieve their financial goals. The advisor will also monitor clients' portfolios and provide regular updates and recommendations.

Qualifications

• Financial Planning and Financial Advisory skills
• Knowledge and experience in Finance, Retirement Planning, and Investments
• Strong analytical and problem-solving abilities
• Excellent communication and interpersonal skills
• Ability to build and maintain client relationships
• Bachelor's degree in Finance, Economics, Business, or related field
• Relevant certifications (e.g., CFP) are a plus