Website:
axismaxlife.com
Job details:
Company Description
Axis Max Life Insurance Limited, a Joint Venture between Max Financial Services Limited and Axis Bank Limited, offers comprehensive life insurance solutions focusing on protection and long-term savings. Known for its customer-centric approach, the company has a strong legacy spanning nearly two decades, supported by a need-based sales process and skilled human capital. With an individual death claims paid ratio of 99.70% and assets under management of ₹175,072 crore as of March 2025, the company is a trusted name in the insurance sector. Axis Max Life Insurance serves customers through a robust multichannel distribution network, including agencies and third-party partners. For more details, visit their official website at www.axismaxlife.com.
Role Description
This is a full-time hybrid role as a Financial Advisor, based in Gurugram with provisions for some remote work. The Financial Advisor will provide expert financial guidance and build customized financial plans tailored to clients’ goals. Responsibilities include analyzing clients’ financial position, recommending appropriate investment and insurance solutions, and assisting with retirement and wealth management strategies. Additionally, the role involves maintaining strong client relationships, ensuring excellent service, and staying updated on financial trends and regulations.
Qualifications
- Expertise in Financial Planning and Financial Advisory services
- Strong knowledge of Investments and Finance
- Experience in providing Retirement Planning and related solutions
- Excellent interpersonal and communication skills to maintain client relationships
- Ability to analyze financial data and deliver tailored solutions
- Bachelor’s degree in Finance, Business, Economics, or a related field
- Certifications such as CFP (Certified Financial Planner) are an advantage
- Proficiency in financial analysis tools and software is desirable
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