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. Based on the annual audited financials for FY24-25, the company maintains an individual death claims paid ratio of 99.70%. With assets under management of Rs. 175,072 crore and a Sum Assured in Force of Rs. 2,191,857 crore as of March 31, 2025, the company focuses on a need-based sales process and customer-centric service delivery. For more information, please visit the Company's website at www.axismaxlife.com.

Role Description

This is a full-time, on-site role located in Nellore for a Financial Advisor at Axis Max Life Insurance Limited. The Financial Advisor will provide financial planning, advisory services, and investment management to clients. Daily tasks include creating and managing financial plans, advising on retirement planning, and recommending suitable investment options. The advisor will engage with clients to understand their financial needs and objectives, ensuring personalized and professional service.

Qualifications

• Financial Planning and Financial Advisory skills
• Knowledge in Finance and Investments
• Experience in Retirement Planning
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Relevant qualifications such as a bachelor's degree in finance, economics, or related field
• Professional certifications such as CFP, CFA, or equivalent are a plus