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 high individual death claims paid ratio of 99.70%, the company prides itself on superior customer service and a multichannel distribution network. Axis Max Life Insurance Limited manages assets worth Rs. 175,072 crore and has a Sum Assured in Force of Rs. 2,191,857 crore. 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, based in Mysore. The Financial Advisor will be responsible for providing financial planning and advisory services, including retirement planning, investments, and overall financial management. Daily tasks involve assessing clients' financial needs, creating tailored financial plans, recommending appropriate investment options, and staying updated on financial products and market trends.

Qualifications

• Skills in Financial Planning and Finance
• Experience in Retirement Planning and Investments
• Expertise in Financial Advisory services
• Strong analytical and problem-solving abilities
• Excellent communication and interpersonal skills
• Ability to work independently and collaboratively
• Experience in the insurance or financial services industry is a plus
• Bachelor's degree in Finance, Economics, Business Administration, or a related field