Financial Advisor

About the job

Company Description Axis Max Life Insurance Limited, a joint venture between Max Financial Services Limited and Axis Bank Limited, is a leading life insurance provider in India. The company, part of the Max Group, has established itself over nearly two decades, offering comprehensive protection and long-term savings solutions. It has a strong customer focus, operating through multichannel distribution, including agency and third-party partners. With assets under management (AUM) of Rs. 175,072 crore and a Sum Assured in Force of Rs. 2,191,857 crore as of March 31st, 2025, the company boasts a claim settlement ratio of 99.70%. Role Description This is a part-time hybrid role for a Financial Advisor, located in Udupi with the option for partial remote work. The Financial Advisor will be responsible for creating tailored financial plans, offering investment advice, and assisting clients in achieving their financial goals. The role includes conducting financial assessments, planning for retirement, and providing guidance on life insurance solutions. The individual will collaborate with clients to craft strategies for assets, savings, and insurance investments while ensuring exceptional service and trust-building interactions. Qualifications • Expertise in Financial Planning and Financial Advisory practices • Knowledge of Investments and proficiency in Retirement Planning • Strong understanding of Finance and life insurance products • Excellent communication and interpersonal skills to build and maintain client relationships • Ability to work independently and manage multiple client portfolios effectively • Background in finance, economics, or a related field preferred; relevant certifications are a plus

Requirements

• Financial Planning
• Investment advice
• Life insurance solutions
• Financial assessments
• Retirement Planning

Qualifications

• Expertise in Financial Planning and Financial Advisory practices
• Knowledge of Investments and proficiency in Retirement Planning
• Strong understanding of Finance and life insurance products

Preferred Technologies

• Financial Planning
• Investment advice
• Life insurance solutions
• Financial assessments
• Retirement Planning

About the company

Axis Max Life Insurance Limited, a joint venture between Max Financial Services Limited and Axis Bank Limited, is a leading life insurance provider in India. The company, part of the Max Group, has established itself over nearly two decades, offering comprehensive protection and long-term savings solutions. It has a strong customer focus, operating through multichannel distribution, including agency and third-party partners. With assets under management (AUM) of Rs. 175,072 crore and a Sum Assured in Force of Rs. 2,191,857 crore as of March 31st, 2025, the company boasts a claim settlement ratio of 99.70%.