Job title: Advisor
Company: Max Life Insurance
Job description: Company OverviewMax Life Insurance Company Limited, a Joint Venture between Max Financial Services Limited and Axis Bank Limited, is part of the Max Group, an Indian multi-business corporation. Max Life offers comprehensive protection and long-term savings life insurance solutions through its multichannel distribution including agency and third-party distribution partners. The company has built its operations over almost two decades with a customer-centric approach to engagement and service delivery.Job OverviewMax Life Insurance Company Limited is seeking a dedicated and skilled Advisor to join our team. This is a part-time, remote, freelance position based in Surat, ideal for freshers with 0 to 1 year of work experience. The selected candidate will help clients with financial planning, investment management, and retirement planning.Qualifications and Skills
- Financial Planning, Investment Management, Retirement Planning (Mandatory skill)
- Risk Assessment: capable of identifying potential risks affecting clients’ financial plans and advising on appropriate strategies.
- Tax Planning: expertise in optimizing clients’ tax positions through effective tax-saving strategies.
- Estate Planning: knowledge in advising clients on how to effectively manage and prepare for the transfer of their assets.
- Client Relationship Management: ability to build and maintain strong relationships with clients.
- Market Analysis: skilled in analyzing financial markets to provide informed investment recommendations.
Roles and Responsibilities
- Provide clients with professional advice on financial planning, investment management, and retirement planning.
- Conduct thorough risk assessments to ensure clients are aware of potential financial risks and recommend appropriate mitigation strategies.
- Assist clients in devising tax-efficient financial plans to optimize their tax savings.
- Advise clients on estate planning to help them effectively manage and transfer their wealth.
- Build and maintain strong relationships with existing and potential clients to ensure high levels of customer satisfaction.
- Stay updated with market trends and perform detailed market analysis to provide informed investment recommendations.
- Regularly review clients’ financial situations and make appropriate adjustments to their plans as needed.
- Collaborate with other team members to ensure a holistic approach to financial advisory services.
Expected salary: Rs.45000 per month
Location: Surat, Gujarat
Job date: Tue, 16 Jul 2024 03:52:16 GMT
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