Financial Consultant Reliance Nippon Life Insurance
Reliance Nippon Life Insurance
Office Location
Full Time
Experience: 3 - 3 years required
Pay:
Salary Information not included
Type: Full Time
Location: Kolkata
Skills: Financial planning, Investment Management, Retirement Planning, Estate Planning, Financial Analysis, Asset Allocation, Client Relationship Management, Business Development, Communication skills, Analytical skills, Wealth protection strategies, Tax Optimization, Security Selection, Market Trends Analysis, Collaboration with professionals, ProblemSolving Skills, Proficiency in financial planning software
About Reliance Nippon Life Insurance
Job Description
This job is provided by apna.co Job Summary We are seeking a highly skilled and experienced Financial Advisor to provide expert financial guidance to our clients. The successful candidate will be responsible for helping clients achieve their financial goals through comprehensive financial planning, investment management, and wealth protection strategies. Key Responsibilities Provide personalized financial advice to clients, including investment guidance, retirement planning, estate planning, and tax optimization. Conduct financial analysis and assessments to understand clients" financial situations and goals. Develop and implement comprehensive financial plans tailored to each client's needs. Manage client investment portfolios, including asset allocation, security selection, and performance monitoring. Stay up-to-date with market trends, economic conditions, and regulatory changes to provide informed advice. Build and maintain strong relationships with clients, providing exceptional service and support. Identify and pursue new business opportunities to grow the client base. Collaborate with other professionals, such as attorneys and accountants, to provide comprehensive services to clients. Requirements Bachelor's degree in Finance, Economics, or a related field. Professional certification (e.g., CFP, CFA, CPA). Minimum 3-5 years of experience in financial planning, investment management, or a related field. Excellent communication, interpersonal, and analytical skills. Ability to work independently and as part of a team. Strong problem-solving skills and attention to detail. Proficiency in financial planning software and tools. Preferred Qualifications Advanced degree or certification (e.g., MBA, CIMA). Experience with financial planning software and technologies. Strong network and reputation in the financial services industry. What We Offer Competitive salary and benefits package. Opportunities for professional growth and development. Collaborative and dynamic work environment. Access to cutting-edge financial planning tools and resources. Recognition and rewards for outstanding performance. Note that specific responsibilities and requirements may vary depending on the organization and industry.,