Financial Advisor

Job Description

Company Description Axis Max Life Insurance Limited is a joint venture between Max Financial Services Limited and Axis Bank Limited. The company offers comprehensive protection and long-term savings life insurance solutions through multiple distribution channels, including agency and third-party distribution partners. With an individual claims paid ratio of 99.65% for FY23-24, Axis Max Life Insurance Limited is dedicated to customer-centric engagement and service delivery. As of March 31, 2024, the company managed assets worth Rs. 150,836 crore and maintained a sum assured in force of Rs. 1,779,409 crore. Role Description This is a flexible timing, work from home role for a Financial Advisor located in Rajnandgaon. The Financial Advisor will be responsible for providing financial planning services, retirement planning, and investment advice to clients. Other day-to-day tasks include developing and maintaining client relationships, evaluating financial data, and assisting clients in achieving their financial goals. Qualifications Skills in Financial Planning, Retirement Planning, and InvestmentsExperience in Finance and Financial AdvisoryExcellent communication and interpersonal skillsAbility to work on-site in RajnandgaonStrong analytical skills and attention to detailBachelor's degree in Finance, Economics, Business, or related fieldProfessional certifications such as CFP or CFA are a plus