Financial Advisor

Company Description

Aditya Birla Sun Life Insurance Company Limited (ABSLI), founded in 2000, is a joint venture between the esteemed Aditya Birla Group and Sun Life Financial Inc., a renowned Canadian financial services organization. Leveraging the Aditya Birla Group's local expertise and Sun Life Financial's domain knowledge, ABSLI ranks among the top 7 private life insurance companies in India. Known for its innovation, the company has established several industry benchmarks, including introducing the "Free Look Period" and pioneering Unit Linked Life Insurance plans among private players. ABSLI is committed to transparency and delivering a comprehensive portfolio of insurance products to meet the diverse needs of its customers.

Role Description

This is a full-time hybrid role for a Financial Advisor located in Chengalpattu, with occasional opportunities for remote work. The Financial Advisor will engage clients to provide sound financial advice, assist in financial planning, and develop tailored strategies for retirement planning and investments. Daily tasks include assessing client financial needs, developing actionable plans, and guiding clients toward achieving their financial goals, ensuring the highest standard of service excellence.

Qualifications

• Proficiency in Financial Planning to create comprehensive and personalized financial strategies.
• Strong knowledge of Finance and Investments to identify and recommend suitable options for clients.
• Expertise in Retirement Planning to support clients in securing their financial future.
• Experience in Financial Advisory to provide guidance for wealth management and financial growth.
• Excellent communication and interpersonal skills to establish trust and long-term client relationships.
• Analytical and problem-solving skills to evaluate financial information and present effective solutions.
• Bachelor’s degree in Finance, Economics, Business Administration, or a related field (strongly preferred).
• Relevant certifications, such as CFP (Certified Financial Planner) or other financial qualifications, are an advantage.
• Proficiency in financial tools and software for data analysis and reporting.