Company Overview

Max 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 Overview

Max 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.