Insurance Financial Advisor

Company Description

Aditya Birla Capital Ltd, based in Mumbai, India, is a leading financial services company dedicated to equal employment opportunities. The company prohibits any form of discrimination or harassment based on legally protected characteristics. Diversity, Equity, and Inclusion (DEI) are essential components of their recruitment policies, focusing on hiring based on qualifications, skills, and experience to meet their business needs.

Role Description

This is a full-time on-site role for an Insurance Financial Advisor based in Telangana, India. The Insurance Financial Advisor will be responsible for financial planning, retirement planning, and managing insurance and investment portfolios. The role involves meeting clients, understanding their financial goals, offering tailored financial solutions, and providing ongoing advice to help achieve these goals.

Qualifications

• Expertise in Financial Planning and Retirement Planning
• Knowledge in Finance, Insurance, and Investments
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work on-site and manage client relationships
• Bachelor's degree in Finance, Economics, Business Administration, or a related field
• Relevant certifications like CFP (Certified Financial Planner) are a plus