Financial Advisor

Company Description

Bharti AXA Life Insurance is one of India's leading life insurance providers, established in 2006. Known for offering a range of value-driven, need-based life insurance and savings solutions, the company is part of Bharti Life Ventures Private Limited, a prominent Indian business group with interests in telecom, agribusiness, and retail. With a presence in over 200 branches across India, Bharti AXA Life Insurance is committed to customer-centricity, ensuring accessible and hassle-free services. Recognized as a Great Place to Work for four consecutive years, the company fosters a positive and inclusive work environment. Learn more at www.bhartiaxa.com.

Role Description

This is a part-time, on-site role based in Vellore for a Financial Advisor. Responsibilities include assisting clients with financial planning, retirement strategies, and investment options tailored to their individual needs. The Financial Advisor will provide expert financial advice, guide clients in achieving long-term financial security, and ensure the delivery of exceptional service. The role requires proactive engagement with potential clients, conducting needs analysis, and offering customized life insurance and savings solutions.

Qualifications

• Strong skills and knowledge in Financial Planning and Finance
• Proficiency in Retirement Planning and Investments
• Expertise in providing Financial Advisory services
• Excellent communication and interpersonal skills, with the ability to build and maintain relationships with clients
• Proactive and goal-oriented approach to meeting client needs
• Relevant certifications or degrees in finance, business, or a related field are preferred