Financial Advisor

Company Description

ICICI Prudential Life Insurance Company Ltd. (ICICI Prudential Life) is one of India's leading private sector life insurance companies. We offer a wide range of products that cater to every life stage of our customers, including term plans, wealth plans, child education plans, and retirement plans. Our commitment to providing innovative service and product offerings has earned us numerous awards, including the 'Product of the Year 2016' for our iProtect Smart Life Cover Plan. Our values and dedication to customers have 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 Palghat. The Financial Advisor will be responsible for providing clients with sound financial advice and planning services, developing strategies to help clients achieve their long-term financial goals, and advising on investments, insurance and retirement planning. Key day-to-day tasks include conducting client meetings, analyzing financial information, preparing financial plans, and staying updated with market trends and products.

Qualifications

• Skills in Financial Planning and Financial Advisory
• Knowledge of Finance, Investments, and Retirement Planning
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to build and maintain client relationships
• Relevant certifications such as CFP (Certified Financial Planner) are a plus
• Bachelor's degree in Finance, Economics, Business Administration, or a related field