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 a leading provider of comprehensive life insurance solutions in India. With a 99.70% individual death claims paid ratio for FY24-25, the company has established a strong foundation in protection and long-term savings products. Axis Max Life operates through a robust multichannel distribution network, including agency and third-party partners, and prioritizes customer-centric engagement and service. As of March 2025, the Company manages assets worth Rs. 175,072 crore and has a Sum Assured in Force of Rs. 2,191,857 crore. For more information, visit www.axismaxlife.com.
Role Description
We are seeking a Financial Advisor for a full-time, on-site role located in Nizampet. In this role, you will engage with clients to assess financial needs, provide tailored life insurance solutions, and assist in goal-based financial planning. Daily responsibilities include prospecting potential clients, conducting financial analyses, presenting suitable insurance products, and ensuring customer satisfaction by maintaining long-term relationships. Coordination with internal teams and adherence to regulatory compliance will also be key aspects of this role.
Qualifications
- Strong skills in Financial Planning, Investment Planning, and Wealth Management
- Proficiency in Sales, Client Relationship Management, and Negotiation
- Knowledge of Insurance Products, Taxation, and Regulatory Compliance
- Effective Communication, Presentation, and Interpersonal Skills
- Ability to analyze market trends and tailor solutions to customer needs
- Experience in using CRM tools and financial software is a plus
- Bachelor’s degree in Finance, Business Administration, Economics, or a related field
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