Kotak Life Insurance Accountant Jobs | Financial Advisor Vacancy in Delhi

Financial Advisor Jobs in Kotak Life Insurance

Kotak Life Insurance Financial Advisor Careers: Kotak Life Insurance is currently looking to recruit Financial Advisor to work on a Full Time basis in Delhi. Interested & eligible candidates can check the Financial Advisor job description, roles & responsibilities below and apply for the same. The company has mentioned that he or she should possess 12th from a recognized university. 

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Coming to the experience requirement, candidates must have at least 0 – 1 years experience. Kotak Life Insurance is offering Rs . 3000- Rs. 50000 for the position of Financial Advisor. So job aspirants who want to settle their careers in the reputed company should use this opportunity. Last date to apply for Kotak Life Insurance Financial Advisor Vacancy is 07/19/2021. For more details visit the company’s official website insurance.kotak.com.

About Kotak Life Insurance

Kotak Life Insurance is one of the fastest growing insurance companies in India, covering over 30 million lives nationwide (as on 30 th September 2020).

Complete Details of the Kotak Life Insurance Accountant Jobs

Company Name Kotak Life Insurance
Job Role Financial Advisor
Employment Type Full Time
Job Location Delhi
Experience Required 0 – 1 years
Salary Rs . 3000- Rs. 50000
Educational Qualification 12th
Selection Process Interview
Apply Link insurance.kotak.com
Last date 07/19/2021

Financial Advisor Job Description

We are looking to hire a financial advisor to join our team. You will spend your day talking to clients about their financial objectives and risk tolerance and then recommend an appropriate financial planning strategy. To excel in this tightly regulated role you should already have the appropriate licenses and deep knowledge of all the latest financial products on the market.

Required Skills for Financial Advisor job
  1. Bachelor’s degree in business, finance, or related field.
  2. 1-2 years of sales experience.
  3. Must have current FINRA Series 7 and 63 Securities Registration (66 or 65 preferred).
  4. Life and health license.
  5. Valid driver’s license.
  6. Knowledge of mutual funds, securities, and insurance industries.
  7. Proficient in Word, Excel, Outlook, and PowerPoint.
  8. Comfortable using a computer for various tasks.
  9. Experience providing quality financial advice.

Financial Advisor Roles & Responsibilities

  1. 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.
  2. Answering client questions about financial plans and strategies and giving financial advice.
  3. Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.
  4. 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.
  5. Analyzing financial data received from clients to develop strategies for meeting clients’ financial goals.
  6. Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.
  7. Implementing financial plans or referring clients to professionals who can help them.
  8. Managing and updating client portfolios.
  9. Contacting clients regularly to discover changes in their financial status.
  10. Building and maintaining your client base.

Steps to apply for Financial Advisor Vacancy

  • Visit the official site of Kotak Life Insurance @ insurance.kotak.com.
  • On the home page, you can see the careers section.
  • From there you can find the Financial Advisor job notification.
  • Click on it and check the details like eligibility & last date.
  • Then fill the Financial Advisor job application form and upload the resume if necessary.
  • You will get the updates to your E-mail or mobile number.

Apply Now

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