Website:
evil.com
Job details:
Company Description
Axis Max Life Insurance Limited, a joint venture between Max Financial Services Limited and Axis Bank Limited, is a leading life insurance provider in India. With a customer-centric approach, the company offers comprehensive protection and long-term savings solutions through a diverse distribution network. As of March 31, 2025, Axis Max Life has assets under management of ₹175,072 crore and a Sum Assured in Force of ₹2,191,857 crore. The company boasts a strong individual death claims paid ratio of 99.70% for FY24-25, reflecting its commitment to reliability and trust. With nearly two decades of experience, Axis Max Life continues to excel in delivering tailored insurance services to customers.
Role Description
This is a part-time hybrid role for a Financial Advisor based in Tiruvalla, with flexibility for occasional remote work. The Financial Advisor will be responsible for offering tailored financial and investment solutions to clients, conducting retirement and financial planning, and providing expert financial advisory services. The role involves building long-term relationships with customers, understanding their needs, and ensuring their financial goals are met.
Qualifications
- Expertise in Financial Planning and Retirement Planning
- Knowledge of Investments and financial products
- Ability to provide personalized Financial Advisory tailored to client needs
- Strong interpersonal and communication skills to build and maintain client relationships
- Relevant experience in the financial or insurance sector is preferred
- Bachelor's degree in Finance, Economics, Business Administration, or related fields
- Certifications like CFP (Certified Financial Planner) or equivalent are a plus
Click on Apply to know more.