The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. You should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. Responsibilities - Provide financial planning support to clients - Support investment professionals to cultivate client relationships - Prepare financial plans and check their accuracy Qualifications - Bachelor's degree in Finance or related field - 5+ years" of industry experience - Strong understanding of the investment business - Excellent interpersonal skills,
The role of a Life Insurance Advisor at Maxlife Insurance Company Pvt Ltd in Anand involves providing financial security solutions to customers, offering advice on insurance products, and ensuring customer satisfaction through personalized service. To excel in this position, you should possess insurance and finance skills, consulting and customer service skills, strong communication skills, and knowledge of life insurance products and regulations. Additionally, you should have the ability to analyze financial information and provide recommendations, excellent interpersonal skills, and the ability to build rapport with clients. Possessing relevant certification or licensing in insurance or finance would be a plus. Join us at Max Life to contribute towards securing the financial future of our customers and be a part of a diverse, inclusive, and sustainable workplace committed to ESG programmes.,