Website:
bajajlifeinsurance.com
Job details:
Company Description
Bajaj Life Insurance is one of the fastest-growing life insurance companies in India, offering a wide range of products, including ULIPs, term insurance, retirement, and child policies. With a customer base of over 3.85 crore policyholders, strong financial stability, and a 99.29% claim settlement ratio, Bajaj Life provides innovative solutions for financial protection and wealth creation. The company operates with a robust distribution network of 597 branches and extensive partnerships, delivering exceptional service via a WhatsApp Conversational Platform. Recognized as a "Great Place to Work," Bajaj Life fosters innovation and teamwork among a workforce of over 25,000 employees. Recent accolades include the World’s Digital Insurance Award 2025 and recognition as India’s Best Employer by Kincentric in multiple consecutive years.
Role Description
This is a full-time hybrid role for a Financial Advisor based in Bhubaneswar, with a combination of on-site and remote work. The Financial Advisor will be responsible for providing tailored financial planning and investment guidance to clients, assessing client goals, and creating comprehensive financial strategies. Daily tasks include analyzing financial portfolios, recommending suitable insurance and investment options, supporting retirement planning, and maintaining client relationships to ensure long-term financial wellness. The role also involves staying informed about market trends and regulatory changes to provide up-to-date advice to clients.
Qualifications
- Strong expertise in Financial Planning and Retirement Planning
- Knowledge and experience in Finance and Investments
- Proficiency in Financial Advisory services and client relationship management
- Exceptional communication, analytical, and interpersonal skills
- Familiarity with regulatory guidelines and financial market trends
- Bachelor’s degree in Finance, Economics, Business Administration, or related field
- Certification such as Certified Financial Planner (CFP) or equivalent is a plus
- Proven ability to work in a hybrid environment and manage client needs effectively
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