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 almost two decades of operations, the company has a customer-centric approach to engagement and service delivery. It has an individual death claims paid ratio of 99.70% for FY24-25 and manages assets worth Rs. 175,072 crore with a Sum Assured in Force of Rs. 2,191,857 crore as of March 31, 2025. For more information, visit www.axismaxlife.com.

Role Description

This is a part-time onsite role for a Financial Advisor, located in Nellore, Andhra Pradesh. The Financial Advisor will be responsible for offering financial planning, retirement planning, and investment advice to clients. Day-to-day tasks include assessing clients' financial needs, providing expert financial guidance, managing investments, and offering comprehensive financial advisory services to maximize clients' financial health.

Qualifications

• Financial Planning and Retirement Planning skills
• Strong Financial Advisory skills
• Excellent interpersonal and communication skills
• Ability to work both independently and as part of a team
• Bachelor's degree in Finance, Economics, Business Administration, or related field