Unique Training with Vision Integrity & Commitment to Serve the World

Financial Advisor Insurance

Financial Advisory in Insurance training

PIBM trains students on a Financial Advisory job profile where students get a better understanding of the financial situation of the clients and understand the future objective and provides financial assistance based on financial goals. We train our students for this role on the following aspects:

  • Analyzing the Financials of the clients and creating the financial plans accordingly and check their accuracy
  • Creating strategies to eliminate financial risks and support investment professionals to cultivate client relationships
  • Research for various investment opportunities and analyzing the financial data received from clients to develop strategies for meeting clients’ financial goals
  • Managing and updating client portfolios

Over the years PIBM students got an opportunity to have Internships, Live Projects, and Final Placements in Financial Advisor - Insurance profile in top companies like:

  • 5nance.com
  • Deloitte
  • Kotak Securities
  • Sundaram Finance
  • Nirmal Bang
  • Allstate
  • Godrej Housing Finance
  • Motilal Oswal
  • ICICI Prudential