ICICI Bank 2023

The Financial Planner is responsible for providing financial planning services to ICICI Bank's customers. This includes meeting with clients to understand their financial goals, developing financial plans, and recommending investment products and services. The Financial Planner must have a strong understanding of financial markets and products, as well as the ability to build relationships with clients.

ICICI Bank Jobs Near Me

Responsibilities:

• Meet with clients to understand their financial goals and objectives
• Develop financial plans that meet clients' individual needs
• Recommend investment products and services that are appropriate for clients' risk tolerance and financial goals
• Monitor clients' financial plans and make adjustments as needed
• Build relationships with clients and provide ongoing financial advice and guidance

Infosys Careers

Skills:

• Strong understanding of financial markets and products
• Ability to develop and communicate financial plans
• Excellent customer service skills
• Ability to build relationships and trust with clients
• Strong analytical and problem-solving skills
• Excellent written and verbal communication skills

Qualifications:

• Bachelor's degree in Finance, Economics, or a related field
• 3+ years of experience in financial services
• Certified Financial Planner (CFP) certification