Financial Advisor

Company Description

Axis Max Life Insurance Limited, a joint venture between Max Financial Services Limited and Axis Bank Limited, offers comprehensive protection and long-term savings life insurance solutions. With a strong individual death claims paid ratio of 99.70% for FY24-25, Axis Max Life prioritizes a customer-centric approach and need-based sales process. The company, part of the Max Group, manages assets worth Rs. 175,072 crore and a Sum Assured in Force of Rs. 2,191,857 crore as of March 31, 2025. For more information, please visit the company's website at www.axismaxlife.com.

Role Description

This is a full-time, on-site role for a Financial Advisor located in Nellore. The Financial Advisor will be responsible for providing financial planning and advisory services to clients. Day-to-day tasks include assessing clients' financial needs, developing and presenting financial plans, and offering investment and retirement planning advice. The advisor will work closely with clients to ensure their financial goals are met efficiently and effectively.

Qualifications

• Financial Planning, Financial Advisory, and Finance skills
• Experience in Investments and Retirement Planning
• Excellent communication and interpersonal skills
• Strong analytical and problem-solving abilities
• Bachelor's degree in Finance, Economics, or a related field
• Relevant certifications such as CFP (Certified Financial Planner) are advantageous
• Ability to work on-site in Nellore and travel as needed