Company Description Kotak Life is a leading life insurance provider committed to helping individuals and families achieve long-term financial security. The company offers a wide range of insurance and investment solutions designed to support wealth creation, protection, and retirement goals. Kotak Life focuses on customer-centric advisory services, emphasizing transparent communication and personalized financial strategies. Team members work in a collaborative environment that values integrity, qualified growth, and responsible financial guidance. The organization encourages continuous learning and innovation to better serve customers’ evolving financial needs.

Role Description This part-time remote Financial Advisor role focuses on providing clients with informed guidance on their insurance and investment options. Day-to-day responsibilities include assessing clients’ financial situations, understanding their goals, and recommending appropriate Kotak Life products and solutions. The Financial Advisor will create and review financial and retirement plans, explain investment strategies, and support clients in making well-informed decisions. The role involves maintaining regular communication with clients, updating them on policy and portfolio performance,



and ensuring compliance with regulatory and company standards. Advisors are expected to document interactions accurately, use digital tools for remote consultations, and collaborate with internal teams when needed.

Qualifications

- Candidates should possess skills in Financial Planning and Retirement Planning to design sound long-term strategies for clients.
- Candidates should possess skills in Finance and Investments to analyze options and explain risk, returns, and suitability.
- Candidates should possess skills in Financial Advisory to provide clear, ethical, and client-focused guidance on Kotak Life solutions.
- Strong communication and interpersonal skills, with the ability to build trust and explain complex concepts in simple terms.
- Ability to work independently in a remote, part-time setting, manage time effectively, and handle multiple client relationships.
- Basic proficiency with digital tools and online meeting platforms for remote consultations and documentation.
- 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.

📌 Financial Advisor (South Delhi)
🏢 Kotak Life
📍 South Delhi