Financial Advisor [India]


 

Company Description

Max Life Insurance Company Limited is a joint venture between Max Financial Services Limited and Axis Bank Limited. Max Financial Services Ltd. is a part of the Max Group, an Indian multi-business corporation. Max Life offers comprehensive protection and long-term savings life insurance solutions, through its multichannel distribution including agency and third-party distribution partners. During the financial year 2022-23, Max Life had Rs. 122,857 crore of assets under management(AUM), and a Sum Assured in Force of Rs. 1,397,142 crore, as per public disclosures. Max Life has built its operations over almost two decades through a need-based sales process, a customer-centric approach to engagement and service delivery, and trained human capital.

Role Description

This is a full-time remote role for a Financial Advisor at Max Life Insurance Company Limited. The Financial Advisor will be responsible for advising clients on investment opportunities, evaluating clients’ financial needs, and recommending appropriate insurance products. The Financial Advisor will also build and maintain long-term relationships with clients through effective communication and exceptional customer service.

Qualifications

Bachelor's degree in finance, business, or a related field or equivalent work experience

Experience in financial services, insurance, or sales

Familiarity with investment products and insurance policies, including mutual funds, stocks, bonds, and annuities

Strong communication skills and ability to articulate complex financial concepts to clients of different backgrounds and levels of financial literacy in a clear and concise manner

Excellent interpersonal skills and ability to build and maintain long-term relationships with clients

Strong analytical and problem-solving skills, with attention to detail

Ability to work independently and as part of a team towards achieving sales targets

Ability to adapt to changing business and market needs

Job Type: Part-time
Part-time hours: 20 per week

Salary: ₹20,000.00 - ₹35,000.00 per month

Benefits:

  • Work from home

Schedule:

  • Day shift

Supplemental pay types:

  • Commission pay

Experience:

  • total work: 1 year (Preferred)

Ability to Commute:

  • Kolkata, West Bengal (Required)

Ability to Relocate:

  • Kolkata, West Bengal: Relocate before starting work (Required)

Speak with the employer
+91 6289815571

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