Financial Advisor

Company Description

Shriram General Insurance Company Limited is a Joint Venture between Shriram Capital Limited, part of Shriram Group, and Sanlam Limited. In this Joint Venture, Shriram Capital Limited holds 74% of Equity and Sanlam Limited holds the remaining 26%. Shriram General Insurance provides a customer-first approach, offering comprehensive and customized insurance solutions to meet a wide range of needs. The company focuses on innovation and excellence in the insurance sector.

Role Description

This is a full-time remote role for a Financial Advisor. The Financial Advisor will be responsible for providing financial planning, advice, retirement planning, and investment management. They will conduct client consultations, assess financial goals, develop financial plans, and offer ongoing support and advice to help clients achieve their financial objectives.

Qualifications

• Financial Planning and Finance skills
• Retirement Planning and Investment skills
• Experience in Financial Advisory
• Strong analytical and problem-solving skills
• Excellent interpersonal and communication skills
• Ability to work independently and remotely
• Bachelor's degree in Finance, Economics, Business, or a related field
• Relevant certifications such as CFP (Certified Financial Planner) are a plus