ICICI Bank Recruitment 2024

As a Financial Planner, you'll play a pivotal role in helping our clients navigate their financial journey. You'll work closely with individuals and families to understand their unique needs, goals, and risk tolerance. By building trust and fostering long-term relationships, you'll develop comprehensive financial plans that address their short- and long-term aspirations, whether it's saving for retirement, planning for a child's education, managing debt, or building wealth.

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Responsibilities:

• Conduct in-depth financial assessments, analyzing income, expenses, assets, liabilities, and risk tolerance.
• Develop personalized financial plans that align with clients' goals, including budgeting, debt management, investment strategies, retirement planning, and estate planning.
• Present financial plans to clients in a clear, concise, and understandable manner.
• Continuously monitor and update client plans based on changing circumstances and market conditions.
• Stay abreast of the latest financial trends, regulations, and investment options.
• Build and maintain strong relationships with clients, providing ongoing support and guidance.

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Skills:

• Excellent communication and interpersonal skills with the ability to build rapport and trust.
• Strong analytical and problem-solving skills.
• Proficient in financial modeling and planning tools.
• Excellent written and verbal communication skills.
• Ability to prioritize and manage multiple tasks effectively.
• Passion for helping others achieve their financial goals.