Financial Advisor
Maxlife Insurance
Max Life Insurance Company Limited, a Joint Venture between Max Financial Services Limited and Axis Bank Limited, offers comprehensive protection and long-term savings life insurance solutions. Max Life has a strong presence in the Indian market and is known for its individual claims paid ratio of 99.65%. With assets under management of Rs. 150,836 crore and a Sum Assured in Force of Rs. 1,779,409 crore, Max Life focuses on customer-centric engagement and service delivery through various distribution channels.
Role Description
This is a full-time hybrid role as a Financial Advisor / Agency Associate Partner / Financial Business Associate / Elite insurance manager / Elite Business Associate at Max Life Insurance Company Limited in New Delhi, with flexibility for remote work. The role involves financial planning, finance management, retirement planning, investment advisory, and providing financial expertise to clients.
Qualifications
• Financial Planning and Retirement Planning skills
• Experience in Finance and Investments
• Financial Advisory expertise
• Strong analytical and problem-solving abilities
• Excellent communication and interpersonal skills
• Certifications such as CFP, CFA, or relevant industry qualifications