2 - 6 years

0 Lacs

Posted:5 days ago| Platform: Shine logo

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On-site

Job Type

Full Time

Job Description

Job Description Role Overview As a Financial Advisor at Pramerica Life Insurance Limited in Patna, your main responsibility will be to provide personalized financial planning, retirement planning, and investment advice to clients. You will assess clients' financial needs, develop financial strategies, and guide clients in making informed financial decisions while ensuring compliance with industry standards and regulations. Key Responsibilities - Assess clients' financial needs - Develop personalized financial strategies - Provide retirement planning and investment advice - Guide clients in making informed financial decisions - Ensure compliance with industry standards and regulations Qualifications - Strong Financial Planning and Retirement Planning skills - Proficiency in Finance and Investments - Experience in providing Financial Advisory services - Excellent analytical and problem-solving abilities - Strong interpersonal and communication skills - Relevant certifications in finance or related fields are a plus - Bachelor's degree in Finance, Economics, Business, or a related field Job Description Role Overview As a Financial Advisor at Pramerica Life Insurance Limited in Patna, your main responsibility will be to provide personalized financial planning, retirement planning, and investment advice to clients. You will assess clients' financial needs, develop financial strategies, and guide clients in making informed financial decisions while ensuring compliance with industry standards and regulations. Key Responsibilities - Assess clients' financial needs - Develop personalized financial strategies - Provide retirement planning and investment advice - Guide clients in making informed financial decisions - Ensure compliance with industry standards and regulations Qualifications - Strong Financial Planning and Retirement Planning skills - Proficiency in Finance and Investments - Experience in providing Financial Advisory services - Excellent analytical and problem-solving abilities - Strong interpersonal and communication skills - Relevant certifications in finance or related fields are a plus - Bachelor's degree in Finance, Economics, Business, or a related field

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