Website:
sbilife.co.in
Job details:
Company Description
SBI Life Insurance Co. Ltd., established in 2000 and registered with the Insurance Regulatory & Development Authority of India in 2001, is one of India's most trusted life insurance providers. The company offers a wide range of products, including protection, pension, savings, and health solutions, serving both individuals and groups nationwide. With over 1,150 offices and a vast network of agents and partners, SBI Life is committed to making insurance accessible, while prioritizing customer satisfaction through seamless service and claims processes. The company fosters a flexible work environment for its employees and actively contributes to social welfare through initiatives in education, healthcare, disaster relief, and environmental sustainability. Listed on both the Bombay and National Stock Exchanges, SBI Life maintains strong financial standing with substantial assets under management.
Role Description
This is a full-time on-site role for a Financial Advisor position located in Chennai. The Financial Advisor will be responsible for evaluating the financial needs of clients, providing tailored financial planning and investment advice, and assisting clients in achieving their long-term financial goals. Daily tasks include managing retirement planning, recommending investment strategies, and delivering exceptional customer service while adhering to the company's ethical standards and guidelines.
Qualifications
- Proficiency in Financial Planning and Financial Advisory services
- Strong understanding of Finance and Investments
- Knowledge and experience in Retirement Planning
- Excellent communication and interpersonal skills
- Analytical mindset and ability to evaluate client needs and market trends
- Bachelor’s degree in Finance, Economics, Business Administration, or related field (preferred)
- Relevant licenses or certifications (e.g., CFP, CFA) are an advantage
- Proven experience in financial advising or a related field is highly desirable
Click on Apply to know more.