Aditya Birla Sun Life Insurance
Website:
adityabirlacapital.com
Job details:
Company Description
Aditya Birla Sun Life Insurance Company Limited (ABSLI), founded in 2000, is a joint venture between the Aditya Birla Group, a globally recognized Indian conglomerate, and Sun Life Financial Inc., a leading Canadian financial services organization. ABSLI has been a pioneer in the life insurance sector in India, introducing industry-first initiatives such as the "Free Look Period" and Unit Linked Life Insurance Plans. Currently ranked among the top 7 private life insurance companies in the country, ABSLI offers a diverse range of insurance products, including term plans, health plans, and retirement solutions. Known for its innovation and customer-centric approach, ABSLI focuses on providing transparency and reliability to its policyholders.
Role Description
This full-time, on-site Financial Advisor role is based in Patiala, where you will guide clients in achieving their financial goals through personalized planning and advisory services. Responsibilities include assessing clients' financial needs, designing tailored investment and retirement plans, assisting customers in selecting appropriate insurance policies, and providing expert financial advice. Additionally, you will conduct regular client reviews to monitor financial performance and adjust plans as necessary to ensure positive outcomes.
Qualifications
- Possess expertise in Financial Planning and Financial Advisory practices
- In-depth understanding of Investments and Retirement Planning strategies
- Strong foundational knowledge of Finance and related principles
- Excellent communication, interpersonal, and analytical skills
- Ability to build trust, maintain long-term client relationships, and provide effective solutions
- Bachelor's degree in Finance, Economics, Business Administration, or a related field is preferred
- Certifications such as CFP (Certified Financial Planner) or equivalent are an added advantage
- Previous experience in financial advisory or a related field is desirable
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