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. The company operates a multi-channel distribution system including agency and third-party partners. With almost two decades of experience, Axis Max Life Insurance Limited is dedicated to a customer-centric approach and providing need-based sales processes. As of March 31, 2025, the company has Rs. 175,072 crore in assets under management and a Sum Assured in Force of Rs. 2,191,857 crore. The company is known for its high individual death claims paid ratio of 99.70%.

Role Description

This is a part-time, on-site role for a Financial Advisor based in Delhi, India. The Financial Advisor will be responsible for guiding clients in financial planning, retirement planning, and investment decisions. Tasks will include developing personalized financial plans, advising on financial matters, and maintaining client relationships. The role requires understanding clients' financial goals and providing strategic advice to help them achieve these goals.

Qualifications

• Skills in Financial Planning and Finance
• Experience in Retirement Planning and Investments
• Expertise in providing Financial Advisory services
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Minimum 12th Mendetry