Financial Advisor

Company Description

SBI Life Insurance - Life Mitra, led by Authorized Advisor Mr. Ramanjaneyulu, specializes in providing a range of life insurance products such as term plans, children plans, and life insurance policies. Operating throughout India, the company is committed to offering comprehensive insurance solutions tailored to meet diverse needs. For over a decade, SBI Life Insurance has been a trusted name in securing the financial future of families and individuals. Prospective candidates will join a team dedicated to delivering reliable and holistic financial protection solutions.

Role Description

This is a full-time, on-site position for a Financial Advisor located in Ahmedabad. The Financial Advisor will engage with clients to assess their financial needs, provide customized financial planning, and recommend appropriate SBI Life Insurance solutions. Daily tasks include building client relationships, conducting financial reviews, advising on retirement planning, and identifying suitable investment opportunities to meet client goals.

Qualifications

• Proficiency in Financial Planning and Retirement Planning, with strong analytical and strategic thinking skills
• Knowledge of Finance and Investment principles; ability to interpret market trends
• Experience in providing Financial Advisory services and creating personalized plans for clients
• Excellent interpersonal and communication skills to effectively interact with clients
• Self-driven, results-oriented, and adept at managing multiple client portfolios
• Bachelor’s degree in Finance, Business, Economics, or related field
• Relevant certifications such as CFP (Certified Financial Planner) are a plus
• Experience in the insurance sector or financial services industry is advantageous