Financial Advisor

Company Description

Bajaj Allianz Life Insurance, a leading joint venture between Bajaj Finserv Limited and Allianz SE, is one of the fastest-growing life insurers. Our extensive distribution network includes 596 branches and over 161,000 Insurance Consultants, alongside strategic partnerships with major banks, ensuring easy accessibility for our customers. With a focus on innovative plans and exceptional service through our WhatsApp Conversational Platform, we are committed to enabling the life goals of millions. Recognized as a Great Place to Work, our company thrives on innovation and collaboration among our 24,000+ employees.

Role Description

This is a full-time on-site role for a Financial Advisor located in Halol. The Financial Advisor will be responsible for providing financial planning and advisory services to clients, including retirement planning, investment strategies, and overall financial management. The role involves meeting with clients, assessing their financial needs, developing tailored financial plans, and guiding them in making informed financial decisions to achieve their life goals.

Qualifications

• Financial Planning and Retirement Planning skills
• Finance and Investments expertise
• Experience in Financial Advisory
• Strong interpersonal and communication skills
• Ability to work on-site and effectively communicate with clients
• Bachelor's degree in Finance, Economics, or a related field
• Certification in financial planning (CFP) or equivalent is a plus
• Prior experience in the insurance industry is an advantage