Aditya Birla Sun Life Insurance
Website:
adityabirlacapital.com
Job details:
Company Description
Aditya Birla Sun Life Insurance (ABSLI), founded in 2000, is a joint venture between the Aditya Birla Group, a globally respected Indian conglomerate, and Sun Life Financial Inc., a leading financial services organization from Canada. Leveraging Aditya Birla Group's local knowledge and Sun Life Financial's expertise, ABSLI offers robust and innovative life insurance solutions. The company ranks among the top seven private life insurance providers in India and is known for industry-first initiatives like the "Free Look Period" and Unit Linked Life Insurance plans. Offering a comprehensive range of insurance products, ABSLI is committed to transparency, credibility, and addressing diverse customer needs.
Role Description
This is a full-time, on-site role for a Financial Advisor located in Bengaluru South. The Financial Advisor will assist clients with financial planning, retirement planning, and investment decisions tailored to their unique goals and needs. Responsibilities include assessing clients' financial situations, creating comprehensive financial plans, advising on life insurance and retirement solutions, and maintaining long-term client relationships to ensure financial goals are met effectively.
Qualifications
- Strong expertise in Financial Planning and Financial Advisory
- Proficiency in Retirement Planning and Investments
- Ability to analyze client needs and recommend suitable insurance and financial products
- Excellent interpersonal skills and the ability to build trusted client relationships
- Relevant certifications in finance or insurance are an advantage
- Bachelor’s degree in Finance, Economics, or a related field
- Knowledge of financial markets and regulatory compliance is a plus
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