Financial Advisor

3 weeks ago

Kolkata, India Aditya Birla Sun Life Insurance Full time

Company Description

Established in 2000, Aditya Birla Sun Life Insurance Company Limited (ABSLI) is a joint venture between the globally renowned Aditya Birla Group and Sun Life Financial Inc., a leading financial services organization from Canada. ABSLI is recognized for its innovation and industry benchmarks, such as the introduction of the "Free Look Period" and Unit Linked Life Insurance plans. The company offers a wide range of insurance products including term plans, life stage products, health plans, and retirement plans, ensuring comprehensive protection for its customers' future. ABSLI ranks among the top 7 private life insurance companies in India.

Role Description

This is a full-time, on-site role for a Financial Advisor based in Kolkata. The Financial Advisor will be responsible for providing personalized financial planning and investment advice to clients. Daily tasks include evaluating clients' financial needs, developing customized financial plans, assisting with retirement planning, and offering sound investment strategies. The role requires maintaining up-to-date knowledge of financial products and market trends to ensure clients receive the best possible advice.

Qualifications

  • Skills in Financial Planning and Financial Advisory
  • Expertise in Finance, Investments, and Retirement Planning
  • Excellent analytical and problem-solving skills
  • Strong communication and interpersonal abilities
  • Ability to work independently and effectively manage multiple clients
  • Bachelor's degree in Finance, Economics, or related field
  • Professional certifications (e.g., CFP, CFA) are an asset
  • Experience in the insurance or financial services industry is a plus

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