Position title
Axis Bank Recruitment 2023 - All Jobs For You - Financial Planner Post
Job Location
India
Remote work from: IND




Base Salary
USD17,000-USD24,000 Per month
Qualifications

Graduate

Employment Type
Full-time





Description

Axis Bank Recruitment 2023

Axis Bank is seeking a highly motivated and experienced Financial Planner to join our dynamic team. As a Financial Planner, you will play a pivotal role in providing comprehensive financial planning services to individuals and families, helping them achieve their financial goals and build a secure financial future. Your expertise in financial planning principles, investment strategies, and tax planning will be instrumental in guiding clients through complex financial decisions and achieving their desired outcomes.



Axis Bank Careers

Responsibilities:

  • Conduct in-depth financial assessments to understand clients' financial goals, risk tolerance, and investment preferences
  • Develop personalized financial plans that align with clients' unique circumstances and objectives
  • Recommend appropriate investment strategies, including stocks, bonds, mutual funds, and other investment vehicles
  • Provide guidance on tax planning strategies to minimize tax liabilities and maximize financial returns
  • Educate clients on financial concepts, investment risks, and market trends
  • Review and update clients' financial plans regularly to ensure they remain aligned with their evolving goals and circumstances
  • Maintain accurate and confidential client records
  • Stay up-to-date on financial regulations, investment trends, and tax laws



Axis Bank Jobs Near Me

Skills:

  • Strong understanding of financial planning principles, investment strategies, and tax planning
  • Expertise in financial analysis, portfolio management, and risk assessment
  • Excellent communication and interpersonal skills, with the ability to build rapport with clients, explain complex financial concepts in a clear and concise manner, and address their concerns effectively
  • Strong analytical and problem-solving skills, with the ability to identify financial challenges, develop solutions, and make sound financial recommendations
  • Excellent organizational and time management skills, with the ability to manage multiple client relationships and meet deadlines under pressure
  • Commitment to confidentiality and ethical standards
Important Links

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Date posted
November 25, 2023
Valid through
March 31, 2024
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Position: Axis Bank Recruitment 2023 - All Jobs For You - Financial Planner Post

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