Financial Advisor

About the Role

This part-time remote Financial Advisor role focuses on providing clients with informed guidance on their insurance and investment options.

Key Responsibilities

• Assess clients’ financial situations and understand their goals.
• Recommend appropriate Kotak Life products and solutions.
• Create and review financial and retirement plans.
• Explain investment strategies.
• Support clients in making well-informed decisions.
• Maintain regular communication with clients.
• Update clients on policy and portfolio performance.
• Ensure compliance with regulatory and company standards.
• Document interactions accurately.
• Use digital tools for remote consultations.
• Collaborate with internal teams when needed.

Requirements & Tech Stack

• Basic proficiency with digital tools and online meeting platforms for remote consultations and documentation.

Qualifications

• Skills in Financial Planning and Retirement Planning.
• Skills in Finance and Investments.
• Skills in Financial Advisory.
• Strong communication and interpersonal skills.
• Ability to work independently in a remote, part-time setting, manage time effectively, and handle multiple client relationships.
• Relevant academic background in finance, commerce, economics, business, or a related field is preferred.
• Prior experience in financial services, insurance, or investment advisory is an advantage but not mandatory.