A Leading Life Insurance Company jobs - Financial Advisor

Financial Advisor

A Leading Life Insurance Company
experience Fresher
salary Salary not disclosed
qualification
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Posted: 2 Months ago
Views: 2
Applications: 4
Openings: 1

Job Description

Role Description

This is a part-time hybrid role for a Financial Advisor located in Srinagar, with some remote work flexibility. The role involves day-to-day financial advisory tasks such as financial planning, retirement planning, and investment advice. The candidate will have to provide financial guidance and make recommendations to clients to help them meet their financial goals. The role also requires working with other departments within Max Life to ensure an optimal customer experience.

Qualifications
  • Financial Planning and Retirement Planning skills
  • Finance and Investments skills
  • Experience in Financial Advisory
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Bachelor's degree in Finance, Economics, or related field
  • A recognized certification in financial advising such as CFP, CFA, or ChFC is a plus

Job Particulars

EducationB.Com, BA, BBA/BBM
Who can applyFreshers
Hiring Process Face to Face Interview, Telephonic Interview
Employment TypePart Time
Job Id1493712
Locality Address Srinagar-Others
StateJammu & Kashmir
Country India

About Company

Offers comprehensive protection and long-term savings life insurance solutions through its distribution partners and multichannel platforms. A total claims paid ratio of 99.51% as per the annual audited financials for FY22-23. The company has built its operations through a need-based sales process, a customer-centric approach to engagement and service delivery, and trained human capital.
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