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Insurance Financial Advisor

2 - 6 years

0 Lacs

Posted:1 day ago| Platform: Shine logo

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On-site

Job Type

Full Time

Job Description

You will be joining Aditya Birla Capital Ltd, a financial services company based in Mumbai, India, that is dedicated to providing a workplace free of discrimination and harassment. Emphasizing Diversity, Equity, and Inclusion (DEI), the company ensures that all employment decisions are merit-based, taking into account business requirements, qualifications, skills, and experience. As an Insurance Financial Advisor at our Telangana, India office, your primary responsibility will be to offer comprehensive financial planning and retirement planning services to clients. This role involves providing advice on insurance and investment products, as well as handling finance-related inquiries. Your daily tasks will include evaluating clients" financial requirements, creating tailored financial strategies, and nurturing client relationships. To excel in this position, you should possess a background in Financial Planning and Retirement Planning, coupled with a solid understanding of Insurance and Investments. Strong financial acumen, effective communication skills, and the ability to work autonomously or collaboratively are essential for success. A Bachelor's degree in Finance, Economics, or a related discipline is required, while holding professional certifications like CFP (Certified Financial Planner) would be advantageous.,

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Aditya Birla Capital
Aditya Birla Capital

Financial Services

Mumbai

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