Website:
axismaxlife.com
Job details:
Company Description Axis Max Life Insurance Limited, formerly Max Life Insurance Company Limited, is a joint venture between Max Financial Services Limited of the Max Group and Axis Bank Limited. The company offers comprehensive protection and long-term savings life insurance solutions through multiple distribution channels, including agency and third-party partners. With an individual death claims paid ratio of 99.70% in FY24-25 and assets under management of Rs. 175,072 crore, Axis Max Life Insurance Limited demonstrates strong financial stability and customer trust. Its operations, built over nearly two decades, focus on need-based sales, customer-centric engagement, and well-trained human capital. More information is available on the company’s website and customer service channels.
Role Description This full-time, on-site Financial Advisor/Manager role is based in Basti. The role involves engaging with customers to understand their financial goals, risk profiles, and protection needs, and recommending suitable life insurance, savings, and investment solutions. The Financial Advisor/Manager will conduct detailed financial and retirement planning discussions, prepare proposals, and support clients in policy selection, documentation, and ongoing servicing. Daily responsibilities include monitoring client portfolios, ensuring regulatory and internal compliance, coordinating with branch and distribution teams, and participating in sales campaigns and training sessions. The role also requires building long-term client relationships, meeting defined business targets, and maintaining accurate records and reporting.
Qualifications
- Candidates should possess strong Financial Planning and Retirement Planning skills to assess client needs and design appropriate solutions.
- Candidates should possess solid Finance and Investments knowledge to explain products, risks, returns, and portfolio strategies clearly.
- Candidates should possess effective Financial Advisory skills to provide ethical, need-based recommendations and ongoing guidance.
- Candidates should possess excellent communication and interpersonal skills to build trust, conduct client meetings, and present complex information simply.
- Candidates should possess strong analytical, numeracy, and problem-solving abilities to interpret financial data and optimize client plans.
- Candidates should possess sales and relationship management capabilities, with a focus on customer-centric service and target achievement.
- Bachelor’s degree in Finance, Commerce, Business, Economics, or a related field is preferred; relevant certifications in financial planning or insurance are an advantage.
- Familiarity with life insurance products, regulatory guidelines, and local market dynamics in Basti will be beneficial.
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