Financial Advisor

Company Description

SBI Life Insurance, established in October 2000 and regulated by the IRDAI since March 2001, is one of India's most trusted life insurance companies. Serving millions across the nation, the company offers a diverse range of products including Protection, Pension, Savings, and Health solutions. With an extensive presence through 1,110 offices and over 26,000 employees, SBI Life emphasizes customer-first service, operational efficiency, and digital enhancements. Committed to social responsibility, the Company supports various initiatives in education, healthcare, and environmental upgrade.

Role Description

This is a full-time on-site role for a Financial Advisor based in Anantnag. The Financial Advisor will be responsible for providing financial planning services, assisting clients with investments, offering retirement planning advice, and delivering comprehensive financial advisory support. The role involves analyzing clients' financial needs, developing personalized strategies, and maintaining long-term relationships.

Qualifications

• Expertise in Financial Planning and Finance
• Proficiency in Retirement Planning and Investments
• Strong skills in delivering Financial Advisory services
• Excellent communication and interpersonal skills
• Ability to work independently and effectively within a team
• Bachelor's degree in Finance, Economics, or related field
• Relevant certifications (CFP, CFA) are a plus