Website:
axismaxlife.com
Job details:
Company Description
Axis Max Life Insurance Limited, a joint venture between Max Financial Services Limited and Axis Bank Limited, is one of India’s most trusted life insurance providers with a strong individual claims paid ratio of 99.70% as of FY24-25. With nearly two decades of experience, the company focuses on offering comprehensive life insurance solutions, emphasizing a needs-based sales process, customer-centric service, and well-trained professionals. As of March 2025, Axis Max Life Insurance manages assets worth Rs. 175,072 crore and a total Sum Assured in Force of Rs. 2,191,857 crore. The company operates through multiple distribution channels, including agency partners and third-party distributors, to deliver long-term savings and protection. For more details, visit www.axismaxlife.com.
Role Description
This is a full-time on-site Financial Advisor role based in Asansol. In this role, the Financial Advisor will work closely with clients to assess their financial goals, develop personalized financial planning strategies, and provide guidance on investments and retirement planning. Responsibilities also include analyzing market trends, identifying investment opportunities, and assisting clients in maximizing their financial outcomes. Building and maintaining strong client relationships will be a key component of this role.
Qualifications
- Expertise in Financial Planning and Retirement Planning
- Proficiency in Finance and Investment strategies
- Experience in providing Financial Advisory services
- Strong interpersonal and communication skills to effectively engage clients
- Ability to analyze financial markets and recommend suitable solutions
- Knowledge of local market conditions and regulatory requirements
- Bachelor’s degree in Finance, Economics, or a related field. Certifications like CFP or CFA are an added advantage
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