Required Financial Service Consultant in ICICI Bank in Karwar Location | ICICI Recruitment 2020 | Apply Online
Karavali ExpressFebruary 29, 20200
Required Financial Service Consultant in ICICI Bank in Karwar Location | ICICI Recruitment 2020 | Apply Online
Company Name
ICICI Bank
Job Profile
Financial Service Consultant
Job Location
Karwar
No of Vacancies
01
Job Description
Developing financial plans to help clients achieve their long term and short term financial goals.
Advising clients on taxes, retirement planning, investments, and insurance decisions, depending on their financial goals.
Assessing how certain life changes and financial status changes affect clients financial plans and adjusting such plans accordingly.
Traveling to clients homes and places of business to consult with them.
Monitoring financial markets and economic conditions.
Soliciting new clients through cold-calling, emailing advertising, and seminar-hosting.
Communicating with accountants, real estate agents, attorneys, and other professionals to verify information. Researching suitable investment opportunities for clients.
Education / Experience
Graduation/ Post-Graduation from a recognized institution.
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