Company Description

Axis Max Life Insurance Limited is a Joint Venture between Max Financial Services Limited and Axis Bank Limited. The company offers comprehensive protection and long-term savings life insurance solutions through various distribution channels. Axis Max Life boasts an individual claims paid ratio of 99.65% as per FY23-24 financials. With Rs. 150,836 crore in assets under management as of March 31, 2024, and a Sum Assured in Force of Rs. 1,779,409 crore, the company is a trusted name in the industry. For more information, please visit the Company website at www.maxlifeinsurance.com.

Role Description

This is a full-time hybrid role for a Financial Advisor, located in Nagercoil with some work-from-home flexibility. The Financial Advisor will be responsible for providing financial advice to clients, developing financial plans, managing investments, and assisting clients with retirement planning. Daily tasks include assessing client financial status, recommending appropriate financial products, and maintaining long-term client relationships.

Qualifications
• Financial Planning and Retirement Planning skills
• Finance and Investment expertise
• Experience in Financial Advisory roles
• Excellent communication and interpersonal skills
• Ability to work both independently and as part of a team
• Bachelor degree in Finance, Economics, Business, or a related field
• CFP or other relevant certifications are a plus